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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 | $16,807 | $69,518-75.8% | $59,883-71.9% | $135,382-87.6% |
| Participation rate | 52.9% | 77.8%-24.9pp | 74.7%-21.8pp | 82.6%-29.7pp |
| Annual return | -17.74% | 7.95%-25.7pp | 3.46%-21.2pp | 519.77%-537.5pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,472 | $4,204+6.4% | $3,402+31.5% | $5,609-20.3% |
| Admin fee / account holder | $1,255 | $5,734-78.1% | $3,591-65.0% | $10,829-88.4% |