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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 | $23,965 | $29,736-19.4% | $56,033-57.2% | $80,935-70.4% |
| Participation rate | 0.0% | 41.7%-41.7pp | 52.5%-52.5pp | 67.7%-67.7pp |
| Annual return | 3.03% | 35.28%-32.2pp | 1711.38%-1708.3pp | 35.66%-32.6pp |
| Employer contribution / active EE | $3 | $671-99.6% | $1,041-99.7% | $2,757-99.9% |
| Participant deferral / active EE | $4,094 | $1,228+233.3% | $1,954+109.5% | $4,299-4.8% |
| Admin fee / account holder | $2,669 | $2,434+9.7% | $2,827-5.6% | $6,924-61.5% |