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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 | $9,770 | $93,098-89.5% | $77,081-87.3% | $134,509-92.7% |
| Participation rate | 33.3% | 74.5%-41.2pp | 67.9%-34.6pp | 81.2%-47.9pp |
| Annual return | -22.96% | 62.63%-85.6pp | 42.33%-65.3pp | 418.13%-441.1pp |
| Employer contribution / active EE | $0 | $3,419-100.0% | $2,813-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $13,096 | $5,239+149.9% | $4,428+195.8% | $6,400+104.6% |
| Admin fee / account holder | $1,010 | $6,945-85.5% | $5,427-81.4% | $11,427-91.2% |