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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 | $4,475 | $27,632-83.8% | $61,452-92.7% | $68,486-93.5% |
| Participation rate | 10.4% | 39.5%-29.1pp | 52.6%-42.1pp | 67.9%-57.4pp |
| Annual return | -30.00% | -13.24%-16.8pp | 338.96%-369.0pp | -7.85%-22.2pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,160-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $405 | $1,264-67.9% | $2,125-80.9% | $4,028-89.9% |
| Admin fee / account holder | $712 | $2,010-64.6% | $2,131-66.6% | $5,404-86.8% |