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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,731 | $45,152-65.2% | $73,835-78.7% | $59,633-73.6% |
| Participation rate | 40.0% | 64.0%-24.0pp | 73.4%-33.4pp | 68.7%-28.7pp |
| Annual return | -2.82% | 27.40%-30.2pp | 2268.13%-2270.9pp | 2041.40%-2044.2pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,788-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,268 | $2,573-50.7% | $3,583-64.6% | $3,192-60.3% |
| Admin fee / account holder | $1,206 | $3,515-65.7% | $4,880-75.3% | $4,297-71.9% |