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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 | $6,311 | $102,595-93.8% | $94,057-93.3% | $154,746-95.9% |
| Participation rate | 28.6% | 76.0%-47.4pp | 73.3%-44.8pp | 80.7%-52.1pp |
| Annual return | -72.65% | 583.42%-656.1pp | 480.62%-553.3pp | 172.34%-245.0pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,681 | $5,118-67.2% | $4,709-64.3% | $6,730-75.0% |
| Admin fee / account holder | $1,746 | $7,736-77.4% | $7,244-75.9% | $14,365-87.8% |