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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 | $16,305 | $92,766-82.4% | $82,763-80.3% | $134,545-87.9% |
| Participation rate | 23.1% | 75.2%-52.1pp | 72.6%-49.5pp | 81.2%-58.2pp |
| Annual return | -43.66% | 946.97%-990.6pp | 702.45%-746.1pp | 418.37%-462.0pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,996 | $4,802-37.6% | $4,395-31.8% | $6,401-53.2% |
| Admin fee / account holder | $2,204 | $5,978-63.1% | $5,325-58.6% | $11,431-80.7% |