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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 | $19,207 | $48,274-60.2% | $63,244-69.6% | $59,633-67.8% |
| Participation rate | 69.0% | 66.3%+2.6pp | 71.0%-2.1pp | 68.7%+0.3pp |
| Annual return | -3.11% | -240.79%+237.7pp | -70.31%+67.2pp | 2041.40%-2044.5pp |
| Employer contribution / active EE | $0 | $1,586-100.0% | $2,322-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,076 | $2,343-11.4% | $2,953-29.7% | $3,192-35.0% |
| Admin fee / account holder | $678 | $3,600-81.2% | $5,893-88.5% | $4,297-84.2% |