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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 | $9,873 | $54,370-81.8% | $82,763-88.1% | $68,490-85.6% |
| Participation rate | 55.2% | 63.9%-8.8pp | 72.6%-17.4pp | 67.9%-12.7pp |
| Annual return | -22.82% | -13.67%-9.1pp | 702.45%-725.3pp | -7.85%-15.0pp |
| Employer contribution / active EE | $62 | $2,219-97.2% | $3,008-98.0% | $2,597-97.6% |
| Participant deferral / active EE | $1,970 | $3,247-39.3% | $4,395-55.2% | $4,028-51.1% |
| Admin fee / account holder | $503 | $4,398-88.6% | $5,325-90.6% | $5,403-90.7% |