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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 | $17,360 | $55,453-68.7% | $170,435-89.8% | $62,293-72.1% |
| Participation rate | 34.6% | 66.4%-31.7pp | 83.6%-49.0pp | 69.5%-34.9pp |
| Annual return | -27.33% | 21.38%-48.7pp | 205.94%-233.3pp | 28.90%-56.2pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,432-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,095 | $2,303-52.4% | $4,939-77.8% | $3,169-65.4% |
| Admin fee / account holder | $19,198 | $455+4118.8% | $13,881+38.3% | $479+3905.1% |