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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 | $2,378 | $84,464-97.2% | $61,399-96.1% | $134,509-98.2% |
| Participation rate | 30.8% | 62.2%-31.4pp | 52.6%-21.8pp | 81.2%-50.5pp |
| Annual return | -24.26% | 585.06%-609.3pp | 338.81%-363.1pp | 418.13%-442.4pp |
| Employer contribution / active EE | $0 | $1,545-100.0% | $1,159-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $739 | $2,818-73.8% | $2,124-65.2% | $6,400-88.4% |
| Admin fee / account holder | $1,149 | $2,587-55.6% | $2,131-46.1% | $11,427-89.9% |