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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 | $15,844 | $29,736-46.7% | $56,033-71.7% | $80,935-80.4% |
| Participation rate | 39.7% | 41.7%-2.0pp | 52.5%-12.7pp | 67.7%-27.9pp |
| Annual return | -66.71% | 35.28%-102.0pp | 1711.38%-1778.1pp | 35.66%-102.4pp |
| Employer contribution / active EE | $32 | $671-95.3% | $1,041-97.0% | $2,757-98.9% |
| Participant deferral / active EE | $676 | $1,228-45.0% | $1,954-65.4% | $4,299-84.3% |
| Admin fee / account holder | $732 | $2,434-69.9% | $2,827-74.1% | $6,924-89.4% |