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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 | $30,664 | $159,978-80.8% | $147,041-79.1% | $145,978-79.0% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 4.10% | 98.36%-94.3pp | 419.21%-415.1pp | 550.52%-546.4pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,079 | $8,429-63.5% | $8,071-61.9% | $6,690-54.0% |
| Admin fee / account holder | $138,136 | $15,053+817.7% | $13,006+962.1% | $13,400+930.8% |