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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 | $14,040 | $27,800-49.5% | $58,561-76.0% | $71,511-80.4% |
| Participation rate | 4.5% | 34.6%-30.1pp | 50.9%-46.4pp | 67.9%-63.4pp |
| Annual return | -20.21% | 26.80%-47.0pp | 4251.33%-4271.5pp | 28.86%-49.1pp |
| Employer contribution / active EE | $0 | $632-100.0% | $1,053-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $401 | $1,208-66.8% | $1,923-79.1% | $4,291-90.6% |
| Admin fee / account holder | $2,873 | $1,637+75.5% | $2,520+14.0% | $1,588+80.9% |