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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 | $4,824 | $27,632-82.5% | $61,452-92.1% | $68,486-93.0% |
| Participation rate | 27.3% | 39.5%-12.2pp | 52.6%-25.3pp | 67.9%-40.6pp |
| Annual return | -29.46% | -13.24%-16.2pp | 338.96%-368.4pp | -7.85%-21.6pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,160-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,218 | $1,264-3.6% | $2,125-42.7% | $4,028-69.8% |
| Admin fee / account holder | $360 | $2,010-82.1% | $2,131-83.1% | $5,404-93.3% |