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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 | $7,092 | $93,117-92.4% | $77,096-90.8% | $134,532-94.7% |
| Participation rate | 33.3% | 74.5%-41.2pp | 67.9%-34.6pp | 81.2%-47.9pp |
| Annual return | -23.24% | 62.67%-85.9pp | 42.35%-65.6pp | 418.27%-441.5pp |
| Employer contribution / active EE | $0 | $3,420-100.0% | $2,814-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,681 | $5,241-48.9% | $4,429-39.5% | $6,401-58.1% |
| Admin fee / account holder | $623 | $6,948-91.0% | $5,428-88.5% | $11,429-94.6% |