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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 | $3,484 | $69,118-95.0% | $53,647-93.5% | $138,895-97.5% |
| Participation rate | 40.0% | 64.0%-24.0pp | 56.3%-16.3pp | 79.9%-39.9pp |
| Annual return | -95.15% | 248.26%-343.4pp | 358.33%-453.5pp | 145.39%-240.5pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $683 | $2,274-69.9% | $1,813-62.3% | $6,396-89.3% |
| Admin fee / account holder | $12,416 | $2,724+355.8% | $2,460+404.7% | $12,562-1.2% |