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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 | $76,402 | $88,778-13.9% | $81,844-6.6% | $145,884-47.6% |
| Participation rate | 0.0% | 75.1%-75.1pp | 72.4%-72.4pp | 80.3%-80.3pp |
| Annual return | 2.47% | 1033.03%-1030.6pp | 778.87%-776.4pp | 551.85%-549.4pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,000 | $4,648-35.5% | $4,323-30.6% | $6,690-55.2% |
| Admin fee / account holder | $691 | $8,430-91.8% | $7,355-90.6% | $13,392-94.8% |