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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 | $13,110 | $82,324-84.1% | $68,803-80.9% | $134,545-90.3% |
| Participation rate | 6.3% | 75.1%-68.8pp | 69.0%-62.8pp | 81.2%-75.0pp |
| Annual return | -26.77% | -2.17%-24.6pp | -6.37%-20.4pp | 418.37%-445.1pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,656-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,366 | $4,740-71.2% | $3,942-65.4% | $6,401-78.7% |
| Admin fee / account holder | $656 | $6,485-89.9% | $4,936-86.7% | $11,431-94.3% |