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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 | $12,108 | $104,520-88.4% | $76,823-84.2% | $152,885-92.1% |
| Participation rate | 11.1% | 76.6%-65.5pp | 72.1%-61.0pp | 82.5%-71.3pp |
| Annual return | -62.63% | 1014.03%-1076.7pp | 1166.42%-1229.1pp | 345.39%-408.0pp |
| Employer contribution / active EE | $0 | $3,117-100.0% | $2,302-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $867 | $4,236-79.5% | $3,336-74.0% | $5,851-85.2% |
| Admin fee / account holder | $7,404 | $12,283-39.7% | $6,422+15.3% | $11,598-36.2% |