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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 | $6,098 | $82,324-92.6% | $68,803-91.1% | $134,545-95.5% |
| Participation rate | 42.9% | 75.1%-32.2pp | 69.0%-26.2pp | 81.2%-38.4pp |
| Annual return | -26.53% | -2.17%-24.4pp | -6.37%-20.2pp | 418.37%-444.9pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,656-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,514 | $4,740-25.9% | $3,942-10.9% | $6,401-45.1% |
| Admin fee / account holder | $328 | $6,485-94.9% | $4,936-93.4% | $11,431-97.1% |