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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 | $87,552 | $106,864-18.1% | $147,318-40.6% | $82,637+5.9% |
| Participation rate | 0.0% | 75.5%-75.5pp | 82.1%-82.1pp | 68.1%-68.1pp |
| Annual return | 12.70% | 27.49%-14.8pp | 70.43%-57.7pp | 53.51%-40.8pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $7,023 | $6,496+8.1% | $7,906-11.2% | $4,126+70.2% |
| Admin fee / account holder | $30,292 | $8,415+260.0% | $13,708+121.0% | $7,339+312.8% |