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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 | $20,409 | $29,736-31.4% | $56,033-63.6% | $80,935-74.8% |
| Participation rate | 11.4% | 41.7%-30.3pp | 52.5%-41.1pp | 67.7%-56.2pp |
| Annual return | -9.95% | 35.28%-45.2pp | 1711.38%-1721.3pp | 35.66%-45.6pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,042 | $1,228+66.2% | $1,954+4.5% | $4,299-52.5% |
| Admin fee / account holder | $1,659 | $2,434-31.9% | $2,827-41.3% | $6,924-76.0% |