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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 | $8,492 | $70,366-87.9% | $66,674-87.3% | $138,895-93.9% |
| Participation rate | 0.0% | 76.2%-76.2pp | 73.7%-73.7pp | 79.9%-79.9pp |
| Annual return | 2.96% | 386.41%-383.4pp | 321.24%-318.3pp | 145.39%-142.4pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $720 | $4,374-83.5% | $4,084-82.4% | $6,396-88.7% |
| Admin fee / account holder | $67,778 | $5,262+1187.9% | $5,098+1229.5% | $12,562+439.5% |