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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 | $13,297 | $30,421-56.3% | $56,077-76.3% | $74,429-82.1% |
| Participation rate | 6.3% | 32.9%-26.6pp | 52.5%-46.2pp | 67.2%-61.0pp |
| Annual return | -17.91% | 24.94%-42.8pp | 1709.28%-1727.2pp | 1368.38%-1386.3pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,040-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $320 | $1,175-72.7% | $1,954-83.6% | $4,348-92.6% |
| Admin fee / account holder | $3,044 | $2,363+28.8% | $2,825+7.8% | $1,944+56.6% |