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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 | $73,230 | $106,008-30.9% | $92,240-20.6% | $147,586-50.4% |
| Participation rate | 0.0% | 80.4%-80.4pp | 76.5%-76.5pp | 82.8%-82.8pp |
| Annual return | 5.87% | 50.05%-44.2pp | 176.29%-170.4pp | 578.59%-572.7pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,785 | $4,478-60.1% | $3,897-54.2% | $5,439-67.2% |
| Admin fee / account holder | $8,167 | $6,333+29.0% | $5,194+57.2% | $10,886-25.0% |