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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 | $5,036 | $27,632-81.8% | $61,399-91.8% | $68,495-92.6% |
| Participation rate | 10.1% | 39.5%-29.4pp | 52.6%-42.4pp | 67.9%-57.7pp |
| Annual return | -67.79% | -13.24%-54.5pp | 338.81%-406.6pp | -7.84%-59.9pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $349 | $1,264-72.4% | $2,124-83.6% | $4,028-91.3% |
| Admin fee / account holder | $2,613 | $2,010+30.0% | $2,131+22.6% | $5,403-51.6% |