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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 | $19,086 | $30,423-37.3% | $56,025-65.9% | $74,478-74.4% |
| Participation rate | 5.0% | 32.9%-27.9pp | 52.5%-47.5pp | 67.2%-62.3pp |
| Annual return | -11.64% | 24.97%-36.6pp | 1712.69%-1724.3pp | 1370.56%-1382.2pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,042-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $542 | $1,176-53.9% | $1,955-72.2% | $4,350-87.5% |
| Admin fee / account holder | $2,712 | $2,363+14.8% | $2,828-4.1% | $1,946+39.4% |