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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 | $61,063 | $167,362-63.5% | $143,799-57.5% | $134,532-54.6% |
| Participation rate | 0.0% | 84.8%-84.8pp | 80.3%-80.3pp | 81.2%-81.2pp |
| Annual return | -31.18% | 0.47%-31.7pp | -0.04%-31.1pp | 418.27%-449.4pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,742 | $6,447+4.6% | $5,638+19.6% | $6,401+5.3% |
| Admin fee / account holder | $60,886 | $18,094+236.5% | $14,677+314.8% | $11,429+432.8% |