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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 | $32,567 | $77,814-58.1% | $158,223-79.4% | $86,983-62.6% |
| Participation rate | 0.0% | 68.4%-68.4pp | 79.2%-79.2pp | 69.5%-69.5pp |
| Annual return | 9.84% | 30.54%-20.7pp | 52.09%-42.3pp | 25.83%-16.0pp |
| Employer contribution / active EE | $33 | $2,592-98.7% | $4,109-99.2% | $2,584-98.7% |
| Participant deferral / active EE | $1,156 | $3,270-64.6% | $5,467-78.9% | $4,194-72.4% |
| Admin fee / account holder | $17,775 | $5,879+202.3% | $16,047+10.8% | $7,856+126.3% |