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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 | $12,150 | $77,901-84.4% | $149,717-91.9% | $75,181-83.8% |
| Participation rate | 20.0% | 65.6%-45.6pp | 78.8%-58.8pp | 67.2%-47.2pp |
| Annual return | -0.14% | 31.73%-31.9pp | 134.41%-134.5pp | 160.69%-160.8pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,820-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,153 | $3,411-66.2% | $5,682-79.7% | $4,126-72.0% |
| Admin fee / account holder | $1,988 | $5,949-66.6% | $13,213-85.0% | $5,650-64.8% |