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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 | $7,368 | $88,815-91.7% | $81,882-91.0% | $145,897-95.0% |
| Participation rate | 27.3% | 75.1%-47.8pp | 72.4%-45.1pp | 80.3%-53.0pp |
| Annual return | -19.71% | 1033.75%-1053.5pp | 779.47%-799.2pp | 552.29%-572.0pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,630 | $4,647-43.4% | $4,323-39.2% | $6,689-60.7% |
| Admin fee / account holder | $1,506 | $8,434-82.1% | $7,360-79.5% | $13,390-88.8% |