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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 | $93,469 | $85,171+9.7% | $172,752-45.9% | $72,975+28.1% |
| Participation rate | 0.0% | 70.1%-70.1pp | 82.6%-82.6pp | 69.5%-69.5pp |
| Annual return | 5.01% | 27.32%-22.3pp | 802.97%-798.0pp | 81.01%-76.0pp |
| Employer contribution / active EE | $263 | $3,324-92.1% | $5,144-94.9% | $2,440-89.2% |
| Participant deferral / active EE | $7,211 | $3,260+121.2% | $5,198+38.7% | $3,608+99.9% |
| Admin fee / account holder | $11,333 | $5,880+92.7% | $13,955-18.8% | $5,124+121.2% |