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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 | $23,856 | $43,344-45.0% | $59,899-60.2% | $64,173-62.8% |
| Participation rate | 0.0% | 69.2%-69.2pp | 74.7%-74.7pp | 69.6%-69.6pp |
| Annual return | -9.93% | -1.55%-8.4pp | 3.46%-13.4pp | 7.63%-17.6pp |
| Employer contribution / active EE | $304 | $2,030-85.0% | $2,723-88.8% | $2,381-87.2% |
| Participant deferral / active EE | $1,171 | $2,547-54.0% | $3,402-65.6% | $3,470-66.3% |
| Admin fee / account holder | $457 | $3,008-84.8% | $3,592-87.3% | $4,887-90.7% |