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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 | $4,740 | $67,823-93.0% | $52,425-91.0% | $137,256-96.5% |
| Participation rate | 63.6% | 63.9%-0.3pp | 55.6%+8.0pp | 80.0%-16.3pp |
| Annual return | -16.09% | 219.11%-235.2pp | 302.12%-318.2pp | 220.34%-236.4pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,065 | $2,288-53.4% | $1,790-40.5% | $6,407-83.4% |
| Admin fee / account holder | $6,349 | $2,844+123.2% | $2,495+154.5% | $12,270-48.3% |