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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 | $15,387 | $48,274-68.1% | $63,244-75.7% | $59,633-74.2% |
| Participation rate | 35.6% | 66.3%-30.7pp | 71.0%-35.4pp | 68.7%-33.1pp |
| Annual return | -7.19% | -240.79%+233.6pp | -70.31%+63.1pp | 2041.40%-2048.6pp |
| Employer contribution / active EE | $205 | $1,586-87.1% | $2,322-91.2% | $2,203-90.7% |
| Participant deferral / active EE | $1,382 | $2,343-41.0% | $2,953-53.2% | $3,192-56.7% |
| Admin fee / account holder | $1,064 | $3,600-70.4% | $5,893-81.9% | $4,297-75.2% |