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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 | $2,512 | $27,936-91.0% | $58,561-95.7% | $75,173-96.7% |
| Participation rate | 29.5% | 38.8%-9.3pp | 50.9%-21.4pp | 67.2%-37.7pp |
| Annual return | -3.21% | 44.21%-47.4pp | 4251.33%-4254.5pp | 160.72%-163.9pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $251 | $1,202-79.1% | $1,923-86.9% | $4,126-93.9% |
| Admin fee / account holder | $476 | $1,727-72.5% | $2,520-81.1% | $5,651-91.6% |