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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 | $3,071 | $84,628-96.4% | $61,501-95.0% | $134,545-97.7% |
| Participation rate | 14.3% | 62.2%-47.9pp | 52.6%-38.3pp | 81.2%-66.9pp |
| Annual return | -46.74% | 585.61%-632.3pp | 339.04%-385.8pp | 418.37%-465.1pp |
| Employer contribution / active EE | $0 | $1,545-100.0% | $1,160-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $534 | $2,819-81.1% | $2,125-74.9% | $6,401-91.7% |
| Admin fee / account holder | $676 | $2,587-73.9% | $2,132-68.3% | $11,431-94.1% |