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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 | $25,055 | $56,484-55.6% | $169,452-85.2% | $64,173-61.0% |
| Participation rate | 0.0% | 64.5%-64.5pp | 77.8%-77.8pp | 69.6%-69.6pp |
| Annual return | -22.44% | -1.55%-20.9pp | 1.83%-24.3pp | 7.63%-30.1pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,157-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,946 | $3,448-43.5% | $5,277-63.1% | $3,470-43.9% |
| Admin fee / account holder | $7,024 | $4,174+68.3% | $9,110-22.9% | $4,887+43.7% |