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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 | $4,943 | $29,670-83.3% | $56,054-91.2% | $80,911-93.9% |
| Participation rate | 6.7% | 41.7%-35.0pp | 52.5%-45.8pp | 67.6%-61.0pp |
| Annual return | -12.02% | 35.24%-47.3pp | 1705.95%-1718.0pp | 35.63%-47.7pp |
| Employer contribution / active EE | $68 | $670-89.9% | $1,039-93.5% | $2,756-97.5% |
| Participant deferral / active EE | $328 | $1,227-73.3% | $1,952-83.2% | $4,297-92.4% |
| Admin fee / account holder | $315 | $2,431-87.0% | $2,822-88.8% | $6,935-95.5% |