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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 | $2,587 | $76,608-96.6% | $56,077-95.4% | $145,877-98.2% |
| Participation rate | 20.8% | 63.2%-42.4pp | 52.5%-31.7pp | 80.3%-59.5pp |
| Annual return | -40.82% | 3009.59%-3050.4pp | 1709.28%-1750.1pp | 551.28%-592.1pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,040-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $395 | $2,624-85.0% | $1,954-79.8% | $6,691-94.1% |
| Admin fee / account holder | $1,632 | $3,325-50.9% | $2,825-42.2% | $13,402-87.8% |