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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 | $41,768 | $91,536-54.4% | $130,062-67.9% | $75,177-44.4% |
| Participation rate | 48.0% | 71.5%-23.5pp | 78.5%-30.5pp | 67.2%-19.2pp |
| Annual return | 8.88% | -631.62%+640.5pp | -137.37%+146.2pp | 160.75%-151.9pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,322-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,966 | $4,343-54.7% | $5,821-66.2% | $4,126-52.3% |
| Admin fee / account holder | $1,954 | $6,780-71.2% | $10,601-81.6% | $5,651-65.4% |