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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 | $19,963 | $105,861-81.1% | $90,756-78.0% | $134,509-85.2% |
| Participation rate | 60.0% | 78.2%-18.2pp | 75.7%-15.7pp | 81.2%-21.2pp |
| Annual return | -71.14% | -10.99%-60.1pp | -12.16%-59.0pp | 418.13%-489.3pp |
| Employer contribution / active EE | $96 | $3,463-97.2% | $2,922-96.7% | $4,741-98.0% |
| Participant deferral / active EE | $10,673 | $5,217+104.6% | $4,565+133.8% | $6,400+66.8% |
| Admin fee / account holder | $4,968 | $13,938-64.4% | $8,445-41.2% | $11,427-56.5% |