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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 | $12,597 | $99,647-87.4% | $86,439-85.4% | $134,509-90.6% |
| Participation rate | 60.0% | 82.1%-22.1pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -23.87% | 6784.13%-6808.0pp | 4395.55%-4419.4pp | 418.13%-442.0pp |
| Employer contribution / active EE | $0 | $4,401-100.0% | $3,769-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $7,884 | $7,246+8.8% | $6,952+13.4% | $6,400+23.2% |
| Admin fee / account holder | $3,316 | $8,373-60.4% | $6,732-50.7% | $11,427-71.0% |