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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 | $145,614 | $92,219+57.9% | $76,767+89.7% | $135,380+7.6% |
| Participation rate | 0.0% | 79.8%-79.8pp | 77.0%-77.0pp | 82.6%-82.6pp |
| Annual return | -10.50% | 5.46%-16.0pp | 2.43%-12.9pp | 519.81%-530.3pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,454 | $4,508-45.6% | $3,852-36.3% | $5,609-56.2% |
| Admin fee / account holder | $562 | $10,749-94.8% | $6,675-91.6% | $10,828-94.8% |