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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 | $60,589 | $171,492-64.7% | $150,734-59.8% | $198,609-69.5% |
| Participation rate | 0.0% | 81.4%-81.4pp | 78.4%-78.4pp | 82.4%-82.4pp |
| Annual return | 3.26% | 804.70%-801.4pp | 600.81%-597.5pp | 202.70%-199.4pp |
| Employer contribution / active EE | $799 | $5,470-85.4% | $4,918-83.8% | $5,055-84.2% |
| Participant deferral / active EE | $3,272 | $6,259-47.7% | $5,610-41.7% | $6,977-53.1% |
| Admin fee / account holder | $58,268 | $17,628+230.5% | $14,905+290.9% | $19,030+206.2% |