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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 | $2,711 | $27,639-90.2% | $61,501-95.6% | $68,490-96.0% |
| Participation rate | 11.1% | 39.5%-28.4pp | 52.6%-41.5pp | 67.9%-56.8pp |
| Annual return | -75.07% | -13.19%-61.9pp | 339.04%-414.1pp | -7.85%-67.2pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,160-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $274 | $1,264-78.3% | $2,125-87.1% | $4,028-93.2% |
| Admin fee / account holder | $533 | $2,012-73.5% | $2,132-75.0% | $5,403-90.1% |