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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 | $21,075 | $100,970-79.1% | $96,576-78.2% | $137,256-84.6% |
| Participation rate | 0.0% | 82.6%-82.6pp | 81.4%-81.4pp | 80.0%-80.0pp |
| Annual return | 9.82% | 38.16%-28.3pp | 38.47%-28.6pp | 220.34%-210.5pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $10,070 | $8,286+21.5% | $7,956+26.6% | $6,407+57.2% |
| Admin fee / account holder | $13,712 | $11,312+21.2% | $11,381+20.5% | $12,270+11.8% |