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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 | $32,288 | $29,667+8.8% | $56,441-42.8% | $80,874-60.1% |
| Participation rate | 3.1% | 41.7%-38.5pp | 52.5%-49.4pp | 67.6%-64.5pp |
| Annual return | -25.13% | 35.22%-60.4pp | 1704.21%-1729.3pp | 35.62%-60.7pp |
| Employer contribution / active EE | $80 | $669-88.0% | $1,039-92.3% | $2,756-97.1% |
| Participant deferral / active EE | $406 | $1,227-66.9% | $1,953-79.2% | $4,297-90.5% |
| Admin fee / account holder | $5,096 | $2,429+109.8% | $2,829+80.1% | $6,935-26.5% |