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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 | $19,174 | $91,911-79.1% | $68,612-72.1% | $135,380-85.8% |
| Participation rate | 66.7% | 76.7%-10.1pp | 72.2%-5.6pp | 82.6%-16.0pp |
| Annual return | -21.97% | -8.22%-13.7pp | -4.63%-17.3pp | 519.81%-541.8pp |
| Employer contribution / active EE | $0 | $3,924-100.0% | $2,625-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $9,137 | $4,315+111.7% | $3,311+176.0% | $5,609+62.9% |
| Admin fee / account holder | $2,977 | $9,240-67.8% | $5,131-42.0% | $10,828-72.5% |