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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 | $54,093 | $90,486-40.2% | $78,676-31.2% | $273,972-80.3% |
| Participation rate | 0.0% | 76.5%-76.5pp | 73.6%-73.6pp | 83.0%-83.0pp |
| Annual return | -0.40% | 75.62%-76.0pp | 62.19%-62.6pp | 41.46%-41.9pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $14,112 | $3,901+261.7% | $3,517+301.3% | $5,287+166.9% |
| Admin fee / account holder | $14,896 | $5,263+183.0% | $4,510+230.3% | $10,133+47.0% |