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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 | $75,541-56.9% | $152,093-78.6% | $82,637-60.6% |
| Participation rate | 0.0% | 66.5%-66.5pp | 77.8%-77.8pp | 68.1%-68.1pp |
| Annual return | 9.84% | 32.56%-22.7pp | 66.36%-56.5pp | 53.51%-43.7pp |
| Employer contribution / active EE | $33 | $2,622-98.7% | $4,175-99.2% | $2,552-98.7% |
| Participant deferral / active EE | $1,156 | $3,206-63.9% | $5,451-78.8% | $4,126-72.0% |
| Admin fee / account holder | $17,775 | $6,405+177.5% | $14,497+22.6% | $7,339+142.2% |