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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 | $12,832 | $84,464-84.8% | $61,399-79.1% | $134,509-90.5% |
| Participation rate | 61.9% | 62.2%-0.3pp | 52.6%+9.3pp | 81.2%-19.3pp |
| Annual return | -35.14% | 585.06%-620.2pp | 338.81%-374.0pp | 418.13%-453.3pp |
| Employer contribution / active EE | $0 | $1,545-100.0% | $1,159-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,344 | $2,818-52.3% | $2,124-36.7% | $6,400-79.0% |
| Admin fee / account holder | $1,246 | $2,587-51.8% | $2,131-41.5% | $11,427-89.1% |