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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 | $3,616 | $27,632-86.9% | $61,399-94.1% | $68,495-94.7% |
| Participation rate | 11.7% | 39.5%-27.8pp | 52.6%-40.9pp | 67.9%-56.2pp |
| Annual return | -34.58% | -13.24%-21.3pp | 338.81%-373.4pp | -7.84%-26.7pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $368 | $1,264-70.9% | $2,124-82.7% | $4,028-90.9% |
| Admin fee / account holder | $414 | $2,010-79.4% | $2,131-80.6% | $5,403-92.3% |