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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 | $7,142 | $92,743-92.3% | $82,744-91.4% | $134,532-94.7% |
| Participation rate | 23.1% | 75.2%-52.1pp | 72.6%-49.5pp | 81.2%-58.2pp |
| Annual return | -51.26% | 946.63%-997.9pp | 702.22%-753.5pp | 418.27%-469.5pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,093 | $4,802-77.2% | $4,395-75.1% | $6,401-82.9% |
| Admin fee / account holder | $1,721 | $5,977-71.2% | $5,325-67.7% | $11,429-84.9% |