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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 | $38,385 | $105,856-63.7% | $90,161-57.4% | $147,586-74.0% |
| Participation rate | 0.0% | 79.7%-79.7pp | 76.9%-76.9pp | 82.8%-82.8pp |
| Annual return | -11.16% | 37.63%-48.8pp | 34.89%-46.0pp | 578.59%-589.8pp |
| Employer contribution / active EE | $440 | $4,126-89.3% | $3,318-86.8% | $4,876-91.0% |
| Participant deferral / active EE | $1,758 | $5,733-69.3% | $5,287-66.8% | $5,439-67.7% |
| Admin fee / account holder | $9,506 | $8,046+18.1% | $5,943+59.9% | $10,886-12.7% |