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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 | $6,646 | $27,632-75.9% | $61,452-89.2% | $68,486-90.3% |
| Participation rate | 17.5% | 39.5%-22.0pp | 52.6%-35.1pp | 67.9%-50.4pp |
| Annual return | -47.98% | -13.24%-34.7pp | 338.96%-386.9pp | -7.85%-40.1pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,160-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,301 | $1,264+3.0% | $2,125-38.7% | $4,028-67.7% |
| Admin fee / account holder | $679 | $2,010-66.2% | $2,131-68.1% | $5,404-87.4% |