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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 | $6,693 | $29,736-77.5% | $56,033-88.1% | $80,935-91.7% |
| Participation rate | 24.3% | 41.7%-17.4pp | 52.5%-28.2pp | 67.7%-43.3pp |
| Annual return | -48.64% | 35.28%-83.9pp | 1711.38%-1760.0pp | 35.66%-84.3pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,330 | $1,228+8.3% | $1,954-31.9% | $4,299-69.1% |
| Admin fee / account holder | $1,208 | $2,434-50.3% | $2,827-57.3% | $6,924-82.5% |