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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 | $10,958 | $123,918-91.2% | $108,884-89.9% | $135,382-91.9% |
| Participation rate | 25.0% | 71.1%-46.1pp | 64.3%-39.3pp | 82.6%-57.6pp |
| Annual return | -26.61% | 0.89%-27.5pp | -0.99%-25.6pp | 519.77%-546.4pp |
| Employer contribution / active EE | $0 | $4,313-100.0% | $3,750-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,055 | $6,949-70.4% | $6,178-66.7% | $5,609-63.4% |
| Admin fee / account holder | $697 | $8,592-91.9% | $7,560-90.8% | $10,829-93.6% |