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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 | $10,809 | $117,623-90.8% | $71,702-84.9% | $134,509-92.0% |
| Participation rate | 7.7% | 68.9%-61.2pp | 62.3%-54.6pp | 81.2%-73.5pp |
| Annual return | -122.13% | 25.44%-147.6pp | 9.14%-131.3pp | 418.13%-540.3pp |
| Employer contribution / active EE | $0 | $2,525-100.0% | $1,704-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,019 | $3,759-72.9% | $2,658-61.7% | $6,400-84.1% |
| Admin fee / account holder | $882 | $6,379-86.2% | $3,974-77.8% | $11,427-92.3% |