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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 | $98,925 | $72,607+36.2% | $90,259+9.6% | $87,485+13.1% |
| Participation rate | 0.0% | 64.8%-64.8pp | 70.7%-70.7pp | 68.9%-68.9pp |
| Annual return | -28.70% | 18.59%-47.3pp | 18.88%-47.6pp | 26.06%-54.8pp |
| Employer contribution / active EE | $318 | $1,919-83.4% | $2,291-86.1% | $2,596-87.8% |
| Participant deferral / active EE | $1,704 | $3,055-44.2% | $3,827-55.5% | $4,274-60.1% |
| Admin fee / account holder | $34,759 | $5,947+484.5% | $7,267+378.3% | $7,775+347.1% |