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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 | $72,071-91.2% | $68,368-90.8% | $137,256-95.4% |
| Participation rate | 28.6% | 76.2%-47.7pp | 73.8%-45.2pp | 80.0%-51.4pp |
| Annual return | -72.65% | 353.14%-425.8pp | 292.57%-365.2pp | 220.34%-293.0pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,681 | $4,410-61.9% | $4,123-59.2% | $6,407-73.8% |
| Admin fee / account holder | $1,746 | $5,336-67.3% | $5,150-66.1% | $12,270-85.8% |