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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 | $5,698 | $25,979-78.1% | $71,755-92.1% | $68,486-91.7% |
| Participation rate | 30.8% | 54.5%-23.7pp | 62.3%-31.6pp | 67.9%-37.1pp |
| Annual return | -23.88% | -15.10%-8.8pp | 9.09%-33.0pp | -7.85%-16.0pp |
| Employer contribution / active EE | $0 | $900-100.0% | $1,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,240 | $1,522-18.5% | $2,656-53.3% | $4,028-69.2% |
| Admin fee / account holder | $392 | $2,022-80.6% | $3,972-90.1% | $5,404-92.7% |