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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 | $10,137 | $92,766-89.1% | $82,763-87.8% | $134,545-92.5% |
| Participation rate | 22.7% | 75.2%-52.5pp | 72.6%-49.8pp | 81.2%-58.5pp |
| Annual return | -24.06% | 946.97%-971.0pp | 702.45%-726.5pp | 418.37%-442.4pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,410 | $4,802-70.6% | $4,395-67.9% | $6,401-78.0% |
| Admin fee / account holder | $617 | $5,978-89.7% | $5,325-88.4% | $11,431-94.6% |