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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 | $11,285 | $76,407-85.2% | $150,298-92.5% | $82,448-86.3% |
| Participation rate | 15.7% | 66.4%-50.7pp | 77.8%-62.1pp | 68.1%-52.4pp |
| Annual return | -245.04% | 39.99%-285.0pp | 62.79%-307.8pp | 41.64%-286.7pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,951 | $3,214+22.9% | $5,453-27.5% | $4,139-4.6% |
| Admin fee / account holder | $1,009 | $6,352-84.1% | $14,116-92.9% | $7,234-86.0% |