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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 | $17,602 | $53,128-66.9% | $86,582-79.7% | $70,126-74.9% |
| Participation rate | 0.0% | 65.3%-65.3pp | 73.5%-73.5pp | 69.5%-69.5pp |
| Annual return | 10.67% | 27.66%-17.0pp | 965.08%-954.4pp | 73.15%-62.5pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,344 | $2,695-50.1% | $3,609-62.7% | $3,332-59.7% |
| Admin fee / account holder | $1,841 | $3,584-48.6% | $4,904-62.5% | $4,645-60.4% |