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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 | $11,610 | $84,741-86.3% | $75,731-84.7% | $167,553-93.1% |
| Participation rate | 10.5% | 77.8%-67.3pp | 74.8%-64.3pp | 82.1%-71.6pp |
| Annual return | -120.78% | 199.72%-320.5pp | 104.65%-225.4pp | 478.89%-599.7pp |
| Employer contribution / active EE | $0 | $3,230-100.0% | $2,743-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,987 | $4,577-56.6% | $3,820-48.0% | $6,343-68.7% |
| Admin fee / account holder | $6,576 | $5,361+22.7% | $3,620+81.7% | $12,316-46.6% |