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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 | $4,677 | $22,994-79.7% | - | $80,935-94.2% |
| Participation rate | 6.5% | 45.9%-39.4pp | - | 67.7%-61.2pp |
| Annual return | -19.83% | 12.16%-32.0pp | - | 35.66%-55.5pp |
| Employer contribution / active EE | $0 | $1,271-100.0% | - | $2,757-100.0% |
| Participant deferral / active EE | $170 | $1,419-88.0% | - | $4,299-96.1% |
| Admin fee / account holder | $838 | $1,909-56.1% | - | $6,924-87.9% |