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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 | $24,377 | $178,174-86.3% | $156,181-84.4% | $137,256-82.2% |
| Participation rate | 10.0% | 82.0%-72.0pp | 78.8%-68.8pp | 80.0%-70.0pp |
| Annual return | -26.64% | 84.19%-110.8pp | 64.87%-91.5pp | 220.34%-247.0pp |
| Employer contribution / active EE | $1,029 | $4,972-79.3% | $4,294-76.0% | $4,156-75.2% |
| Participant deferral / active EE | $2,075 | $6,888-69.9% | $6,132-66.2% | $6,407-67.6% |
| Admin fee / account holder | $407,792 | $17,404+2243.1% | $14,586+2695.8% | $12,270+3223.4% |