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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 | $19,437 | $97,759-80.1% | $83,849-76.8% | $135,377-85.6% |
| Participation rate | 0.0% | 79.9%-79.9pp | 76.1%-76.1pp | 82.6%-82.6pp |
| Annual return | -80.48% | 1287.41%-1367.9pp | 850.91%-931.4pp | 519.75%-600.2pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,653 | $4,682+42.1% | $4,082+63.0% | $5,609+18.6% |
| Admin fee / account holder | $4,425 | $6,674-33.7% | $5,478-19.2% | $10,828-59.1% |