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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 | $12,595 | $96,691-87.0% | $86,656-85.5% | $139,487-91.0% |
| Participation rate | 25.0% | 74.4%-49.4pp | 71.7%-46.7pp | 80.3%-55.3pp |
| Annual return | -0.39% | 106.87%-107.3pp | 593.09%-593.5pp | 373.84%-374.2pp |
| Employer contribution / active EE | $0 | $3,267-100.0% | $3,025-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,362 | $4,838-71.8% | $4,439-69.3% | $6,713-79.7% |
| Admin fee / account holder | $8,645 | $6,414+34.8% | $5,619+53.9% | $11,407-24.2% |