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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 | $38,818 | $90,607-57.2% | $79,467-51.2% | $135,380-71.3% |
| Participation rate | 29.2% | 76.0%-46.9pp | 73.3%-44.2pp | 82.6%-53.5pp |
| Annual return | -11.22% | 977.74%-989.0pp | 718.30%-729.5pp | 519.81%-531.0pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,328 | $4,050-42.5% | $3,704-37.1% | $5,609-58.5% |
| Admin fee / account holder | $1,702 | $5,895-71.1% | $5,104-66.6% | $10,828-84.3% |