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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 | $13,701 | $54,355-74.8% | $82,744-83.4% | $68,486-80.0% |
| Participation rate | 20.8% | 63.9%-43.1pp | 72.6%-51.8pp | 67.9%-47.1pp |
| Annual return | -30.67% | -13.67%-17.0pp | 702.22%-732.9pp | -7.85%-22.8pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,554 | $3,246-52.1% | $4,395-64.6% | $4,028-61.4% |
| Admin fee / account holder | $1,630 | $4,397-62.9% | $5,325-69.4% | $5,404-69.8% |