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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 | $20,256 | $107,941-81.2% | $91,994-78.0% | $152,897-86.8% |
| Participation rate | 38.5% | 81.2%-42.7pp | 78.6%-40.2pp | 82.5%-44.0pp |
| Annual return | -9.28% | 89.28%-98.6pp | 69.04%-78.3pp | 345.43%-354.7pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,572 | $6,366-28.2% | $5,924-22.8% | $5,851-21.9% |
| Admin fee / account holder | $3,320 | $10,521-68.4% | $7,744-57.1% | $11,599-71.4% |