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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 | $41,194 | $54,357-24.2% | $82,706-50.2% | $68,495-39.9% |
| Participation rate | 43.3% | 63.9%-20.6pp | 72.6%-29.3pp | 67.9%-24.6pp |
| Annual return | -20.61% | -13.67%-6.9pp | 701.76%-722.4pp | -7.84%-12.8pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,007-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,313 | $3,246-28.8% | $4,394-47.4% | $4,028-42.6% |
| Admin fee / account holder | $3,236 | $4,396-26.4% | $5,329-39.3% | $5,403-40.1% |