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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 | $21,027 | $102,595-79.5% | $94,057-77.6% | $154,746-86.4% |
| Participation rate | 54.5% | 76.0%-21.4pp | 73.3%-18.8pp | 80.7%-26.2pp |
| Annual return | -11.50% | 583.42%-594.9pp | 480.62%-492.1pp | 172.34%-183.8pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,264 | $5,118-16.7% | $4,709-9.5% | $6,730-36.6% |
| Admin fee / account holder | $4,604 | $7,736-40.5% | $7,244-36.5% | $14,365-68.0% |