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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 | $13,007 | $75,962-82.9% | $154,108-91.6% | $64,173-79.7% |
| Participation rate | 29.4% | 70.4%-41.0pp | 83.0%-53.6pp | 69.6%-40.2pp |
| Annual return | -8.10% | 30.32%-38.4pp | 735.21%-743.3pp | 7.63%-15.7pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $894 | $3,175-71.8% | $5,081-82.4% | $3,470-74.2% |
| Admin fee / account holder | $408 | $5,589-92.7% | $13,411-97.0% | $4,887-91.7% |