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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 | $5,290 | $29,319-82.0% | $52,425-89.9% | $82,448-93.6% |
| Participation rate | 10.0% | 46.9%-36.9pp | 55.6%-45.6pp | 68.1%-58.1pp |
| Annual return | -1.32% | 535.20%-536.5pp | 302.12%-303.4pp | 41.64%-43.0pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $350 | $1,171-70.1% | $1,790-80.5% | $4,139-91.6% |
| Admin fee / account holder | $792 | $1,962-59.7% | $2,495-68.3% | $7,234-89.1% |