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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 | $30,421-37.3% | $56,077-66.0% | $74,429-74.4% |
| Participation rate | 5.0% | 32.9%-27.9pp | 52.5%-47.5pp | 67.2%-62.3pp |
| Annual return | -11.64% | 24.94%-36.6pp | 1709.28%-1720.9pp | 1368.38%-1380.0pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,040-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $542 | $1,175-53.8% | $1,954-72.2% | $4,348-87.5% |
| Admin fee / account holder | $2,712 | $2,363+14.8% | $2,825-4.0% | $1,944+39.5% |