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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 | $70,366-91.0% | $66,674-90.5% | $138,895-95.5% |
| Participation rate | 28.6% | 76.2%-47.6pp | 73.7%-45.1pp | 79.9%-51.3pp |
| Annual return | -72.65% | 386.41%-459.1pp | 321.24%-393.9pp | 145.39%-218.0pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,681 | $4,374-61.6% | $4,084-58.8% | $6,396-73.7% |
| Admin fee / account holder | $1,746 | $5,262-66.8% | $5,098-65.8% | $12,562-86.1% |