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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 | $148,995 | $88,815+67.8% | $81,882+82.0% | $145,897+2.1% |
| Participation rate | 0.0% | 75.1%-75.1pp | 72.4%-72.4pp | 80.3%-80.3pp |
| Annual return | 4.25% | 1033.75%-1029.5pp | 779.47%-775.2pp | 552.29%-548.0pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $30,937 | $4,647+565.7% | $4,323+615.6% | $6,689+362.5% |
| Admin fee / account holder | $337 | $8,434-96.0% | $7,360-95.4% | $13,390-97.5% |