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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 | $32,751 | $48,011-31.8% | $63,803-48.7% | $82,637-60.4% |
| Participation rate | 2.9% | 66.6%-63.7pp | 72.7%-69.8pp | 68.1%-65.2pp |
| Annual return | -20.32% | 19.84%-40.2pp | 543.72%-564.0pp | 53.51%-73.8pp |
| Employer contribution / active EE | $195 | $1,904-89.7% | $2,532-92.3% | $2,552-92.3% |
| Participant deferral / active EE | $1,029 | $2,846-63.9% | $3,843-73.2% | $4,126-75.1% |
| Admin fee / account holder | $6,727 | $3,873+73.7% | $5,196+29.5% | $7,339-8.3% |