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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 | $21,899 | $84,551-74.1% | $61,452-64.4% | $134,532-83.7% |
| Participation rate | 50.0% | 62.2%-12.2pp | 52.6%-2.6pp | 81.2%-31.2pp |
| Annual return | -27.49% | 585.39%-612.9pp | 338.96%-366.4pp | 418.27%-445.8pp |
| Employer contribution / active EE | $0 | $1,545-100.0% | $1,160-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,450 | $2,818+57.9% | $2,125+109.5% | $6,401-30.5% |
| Admin fee / account holder | $3,165 | $2,587+22.3% | $2,131+48.5% | $11,429-72.3% |