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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 | $8,100 | $92,743-91.3% | $82,744-90.2% | $134,532-94.0% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -27.40% | 946.63%-974.0pp | 702.22%-729.6pp | 418.27%-445.7pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,961 | $4,802-38.3% | $4,395-32.6% | $6,401-53.7% |
| Admin fee / account holder | $325 | $5,977-94.6% | $5,325-93.9% | $11,429-97.2% |