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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 | $10,248 | $112,729-90.9% | $98,716-89.6% | $137,256-92.5% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | -58.26% | 38.48%-96.7pp | 31.81%-90.1pp | 220.34%-278.6pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,868 | $4,640-38.2% | $4,048-29.1% | $6,407-55.2% |
| Admin fee / account holder | $7,886 | $10,129-22.1% | $8,703-9.4% | $12,270-35.7% |