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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 | $23,733 | $118,708-80.0% | $98,920-76.0% | $158,982-85.1% |
| Participation rate | 63.6% | 77.8%-14.2pp | 76.0%-12.4pp | 82.0%-18.3pp |
| Annual return | -1.80% | 372.49%-374.3pp | 196.47%-198.3pp | 302.99%-304.8pp |
| Employer contribution / active EE | $0 | $3,334-100.0% | $2,689-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,917 | $5,089-42.7% | $4,245-31.3% | $5,983-51.3% |
| Admin fee / account holder | $13,005 | $10,134+28.3% | $6,643+95.8% | $11,252+15.6% |