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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 | $22,371 | $82,674-72.9% | $125,363-82.2% | $68,495-67.3% |
| Participation rate | 48.3% | 75.0%-26.8pp | 82.4%-34.1pp | 67.9%-19.6pp |
| Annual return | -24.91% | -5.97%-18.9pp | 572.15%-597.1pp | -7.84%-17.1pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,281 | $6,111-13.6% | $7,447-29.1% | $4,028+31.1% |
| Admin fee / account holder | $1,382 | $6,276-78.0% | $10,005-86.2% | $5,403-74.4% |