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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 | $23,142 | $69,012-66.5% | $160,037-85.5% | $68,490-66.2% |
| Participation rate | 56.1% | 65.4%-9.3pp | 78.0%-21.9pp | 67.9%-11.8pp |
| Annual return | -19.47% | -9.65%-9.8pp | 408.95%-428.4pp | -7.85%-11.6pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,226-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,521 | $4,212-40.1% | $6,184-59.2% | $4,028-37.4% |
| Admin fee / account holder | $10,793 | $4,798+124.9% | $8,716+23.8% | $5,403+99.8% |