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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 | $30,257 | $82,674-63.4% | $125,358-75.9% | $68,498-55.8% |
| Participation rate | 28.0% | 75.0%-47.0pp | 82.4%-54.4pp | 67.9%-39.9pp |
| Annual return | -19.54% | -5.97%-13.6pp | 572.03%-591.6pp | -7.84%-11.7pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,844 | $6,111-53.5% | $7,447-61.8% | $4,027-29.4% |
| Admin fee / account holder | $5,117 | $6,276-18.5% | $10,007-48.9% | $5,403-5.3% |