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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 | $11,681 | $57,305-79.6% | $86,640-86.5% | $75,173-84.5% |
| Participation rate | 18.8% | 63.2%-44.5pp | 71.7%-53.0pp | 67.2%-48.5pp |
| Annual return | 0.11% | 2674.24%-2674.1pp | 592.52%-592.4pp | 160.72%-160.6pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,115 | $3,320-66.4% | $4,438-74.9% | $4,126-73.0% |
| Admin fee / account holder | $2,074 | $4,116-49.6% | $5,616-63.1% | $5,651-63.3% |