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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 | $15,738 | $90,606-82.6% | $79,466-80.2% | $135,379-88.4% |
| Participation rate | 42.1% | 76.0%-33.9pp | 73.3%-31.2pp | 82.6%-40.5pp |
| Annual return | -23.84% | 977.69%-1001.5pp | 718.28%-742.1pp | 519.79%-543.6pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,997 | $4,050-26.0% | $3,704-19.1% | $5,609-46.6% |
| Admin fee / account holder | $3,314 | $5,895-43.8% | $5,104-35.1% | $10,828-69.4% |