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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 | $17,923 | $103,000-82.6% | $90,300-80.2% | $152,885-88.3% |
| Participation rate | 33.3% | 75.9%-42.5pp | 73.3%-39.9pp | 82.5%-49.1pp |
| Annual return | -16.84% | 95.19%-112.0pp | 78.11%-95.0pp | 345.39%-362.2pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $2,854-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,000 | $4,281-53.3% | $3,884-48.5% | $5,851-65.8% |
| Admin fee / account holder | $5,678 | $6,173-8.0% | $5,353+6.1% | $11,598-51.0% |