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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 | $7,776 | $72,071-89.2% | $68,368-88.6% | $137,256-94.3% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.0%-20.0pp |
| Annual return | -75.75% | 353.14%-428.9pp | 292.57%-368.3pp | 220.34%-296.1pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,891 | $4,410-57.1% | $4,123-54.1% | $6,407-70.5% |
| Admin fee / account holder | $7,847 | $5,336+47.1% | $5,150+52.4% | $12,270-36.0% |