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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 | $17,131 | $82,324-79.2% | $68,803-75.1% | $134,545-87.3% |
| Participation rate | 16.7% | 75.1%-58.4pp | 69.0%-52.4pp | 81.2%-64.6pp |
| Annual return | -30.32% | -2.17%-28.1pp | -6.37%-24.0pp | 418.37%-448.7pp |
| Employer contribution / active EE | $116 | $3,302-96.5% | $2,656-95.6% | $4,742-97.6% |
| Participant deferral / active EE | $1,204 | $4,740-74.6% | $3,942-69.5% | $6,401-81.2% |
| Admin fee / account holder | $1,360 | $6,485-79.0% | $4,936-72.5% | $11,431-88.1% |