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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 | $30,423-56.3% | $56,025-76.3% | $74,478-82.1% |
| Participation rate | 6.3% | 32.9%-26.6pp | 52.5%-46.3pp | 67.2%-61.0pp |
| Annual return | -17.91% | 24.97%-42.9pp | 1712.69%-1730.6pp | 1370.56%-1388.5pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,042-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $320 | $1,176-72.8% | $1,955-83.6% | $4,350-92.6% |
| Admin fee / account holder | $3,044 | $2,363+28.8% | $2,828+7.6% | $1,946+56.5% |