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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 | $15,672 | $92,743-83.1% | $82,744-81.1% | $134,532-88.4% |
| Participation rate | 53.3% | 75.2%-21.9pp | 72.6%-19.2pp | 81.2%-27.9pp |
| Annual return | -25.36% | 946.63%-972.0pp | 702.22%-727.6pp | 418.27%-443.6pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,935 | $4,802+23.6% | $4,395+35.1% | $6,401-7.3% |
| Admin fee / account holder | $591 | $5,977-90.1% | $5,325-88.9% | $11,429-94.8% |