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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 | $16,800 | $107,666-84.4% | $102,184-83.6% | $154,746-89.1% |
| Participation rate | 0.0% | 83.7%-83.7pp | 82.6%-82.6pp | 80.7%-80.7pp |
| Annual return | 11.38% | 29.33%-17.9pp | 31.58%-20.2pp | 172.34%-161.0pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $41,853 | $8,719+380.0% | $8,309+403.7% | $6,730+521.9% |
| Admin fee / account holder | $24,343 | $12,943+88.1% | $11,609+109.7% | $14,365+69.5% |