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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 | $13,725 | $58,275-76.4% | $81,844-83.2% | $80,935-83.0% |
| Participation rate | 0.0% | 63.5%-63.5pp | 72.4%-72.4pp | 67.7%-67.7pp |
| Annual return | 9.40% | 41.82%-32.4pp | 778.87%-769.5pp | 35.66%-26.3pp |
| Employer contribution / active EE | $235 | $2,346-90.0% | $2,916-91.9% | $2,757-91.5% |
| Participant deferral / active EE | $835 | $3,285-74.6% | $4,323-80.7% | $4,299-80.6% |
| Admin fee / account holder | $428 | $4,749-91.0% | $7,355-94.2% | $6,924-93.8% |