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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 | $13,927 | $84,628-83.5% | $61,501-77.4% | $134,545-89.6% |
| Participation rate | 36.4% | 62.2%-25.8pp | 52.6%-16.2pp | 81.2%-44.9pp |
| Annual return | -75.23% | 585.61%-660.8pp | 339.04%-414.3pp | 418.37%-493.6pp |
| Employer contribution / active EE | $0 | $1,545-100.0% | $1,160-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $5,543 | $2,819+96.7% | $2,125+160.9% | $6,401-13.4% |
| Admin fee / account holder | $4,313 | $2,587+66.7% | $2,132+102.3% | $11,431-62.3% |