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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 | $81,200 | $50,554+60.6% | $67,681+20.0% | $87,485-7.2% |
| Participation rate | 0.0% | 67.7%-67.7pp | 73.7%-73.7pp | 68.9%-68.9pp |
| Annual return | 10.52% | 17.81%-7.3pp | 590.58%-580.1pp | 26.06%-15.5pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,827 | $2,961+63.0% | $3,976+21.4% | $4,274+12.9% |
| Admin fee / account holder | $965 | $4,132-76.6% | $6,100-84.2% | $7,775-87.6% |