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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 | $13,989 | $102,609-86.4% | $98,090-85.7% | $138,895-89.9% |
| Participation rate | 40.0% | 82.8%-42.8pp | 81.5%-41.5pp | 79.9%-39.9pp |
| Annual return | -50.11% | 36.44%-86.5pp | 37.05%-87.2pp | 145.39%-195.5pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,457 | $8,167-33.2% | $7,845-30.4% | $6,396-14.7% |
| Admin fee / account holder | $5,505 | $11,434-51.9% | $11,815-53.4% | $12,562-56.2% |