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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 | $4,858 | $29,733-83.7% | $56,025-91.3% | $80,959-94.0% |
| Participation rate | 9.8% | 41.7%-32.0pp | 52.5%-42.8pp | 67.7%-57.9pp |
| Annual return | -20.77% | 35.28%-56.1pp | 1712.69%-1733.5pp | 35.67%-56.4pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $319 | $1,229-74.1% | $1,955-83.7% | $4,300-92.6% |
| Admin fee / account holder | $965 | $2,434-60.4% | $2,828-65.9% | $6,925-86.1% |