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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 | $6,927 | $29,670-76.7% | $56,054-87.6% | $80,911-91.4% |
| Participation rate | 17.4% | 41.7%-24.3pp | 52.5%-35.1pp | 67.6%-50.3pp |
| Annual return | -14.17% | 35.24%-49.4pp | 1705.95%-1720.1pp | 35.63%-49.8pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $406 | $1,227-66.9% | $1,952-79.2% | $4,297-90.6% |
| Admin fee / account holder | $3,154 | $2,431+29.7% | $2,822+11.7% | $6,935-54.5% |