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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 | $20,461 | $211,288-90.3% | $178,540-88.5% | $145,884-86.0% |
| Participation rate | 0.0% | 80.8%-80.8pp | 77.1%-77.1pp | 80.3%-80.3pp |
| Annual return | 5.60% | 30.27%-24.7pp | 27.15%-21.6pp | 551.85%-546.3pp |
| Employer contribution / active EE | $546 | $4,574-88.1% | $3,953-86.2% | $4,662-88.3% |
| Participant deferral / active EE | $2,183 | $6,967-68.7% | $6,281-65.2% | $6,690-67.4% |
| Admin fee / account holder | $19,049 | $12,105+57.4% | $10,424+82.7% | $13,392+42.2% |