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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 | $22,403 | $95,188-76.5% | $76,518-70.7% | $135,379-83.5% |
| Participation rate | 9.1% | 74.4%-65.3pp | 68.0%-58.9pp | 82.6%-73.6pp |
| Annual return | -10.43% | 4.85%-15.3pp | -0.27%-10.2pp | 519.79%-530.2pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,083 | $4,640-76.7% | $3,836-71.8% | $5,609-80.7% |
| Admin fee / account holder | $2,936 | $6,249-53.0% | $4,849-39.4% | $10,828-72.9% |