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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 | $61,054 | $132,634-54.0% | $115,768-47.3% | $137,256-55.5% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.4%-74.4pp | 80.0%-80.0pp |
| Annual return | 8.94% | 160.70%-151.8pp | 100.46%-91.5pp | 220.34%-211.4pp |
| Employer contribution / active EE | $15 | $3,360-99.6% | $2,940-99.5% | $4,156-99.6% |
| Participant deferral / active EE | $5,332 | $5,619-5.1% | $4,917+8.5% | $6,407-16.8% |
| Admin fee / account holder | $20,068 | $15,028+33.5% | $12,439+61.3% | $12,270+63.6% |