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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 | $17,561 | $45,152-61.1% | $73,845-76.2% | $59,632-70.6% |
| Participation rate | 31.3% | 64.0%-32.8pp | 73.4%-42.2pp | 68.7%-37.4pp |
| Annual return | -3.17% | 27.40%-30.6pp | 2267.91%-2271.1pp | 2041.32%-2044.5pp |
| Employer contribution / active EE | $0 | $1,902-100.0% | $2,788-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,074 | $2,574-58.3% | $3,583-70.0% | $3,192-66.4% |
| Admin fee / account holder | $5,580 | $3,516+58.7% | $4,881+14.3% | $4,297+29.9% |