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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 | $39,720 | $91,536-56.6% | $130,062-69.5% | $75,177-47.2% |
| Participation rate | 66.7% | 71.5%-4.8pp | 78.5%-11.8pp | 67.2%-0.5pp |
| Annual return | 8.94% | -631.62%+640.6pp | -137.37%+146.3pp | 160.75%-151.8pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,322-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,845 | $4,343-34.5% | $5,821-51.1% | $4,126-31.0% |
| Admin fee / account holder | $1,523 | $6,780-77.5% | $10,601-85.6% | $5,651-73.1% |