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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 | $35,449 | $114,013-68.9% | $103,693-65.8% | $155,188-77.2% |
| Participation rate | 16.7% | 75.2%-58.5pp | 72.6%-56.0pp | 80.8%-64.1pp |
| Annual return | -65.85% | 49.31%-115.2pp | 47.61%-113.5pp | 148.84%-214.7pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,070 | $4,970-18.1% | $4,579-11.1% | $6,531-37.7% |
| Admin fee / account holder | $25,457 | $8,407+202.8% | $7,858+224.0% | $14,480+75.8% |