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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 | $37,425 | $56,197-33.4% | $67,652-44.7% | $59,633-37.2% |
| Participation rate | 23.1% | 71.5%-48.4pp | 75.7%-52.6pp | 68.7%-45.6pp |
| Annual return | -6.55% | 18508.10%-18514.7pp | 6625.40%-6632.0pp | 2041.45%-2048.0pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,840 | $2,844+70.2% | $3,560+36.0% | $3,192+51.6% |
| Admin fee / account holder | $1,176 | $3,958-70.3% | $4,821-75.6% | $4,297-72.6% |