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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 | $16,181 | $75,962-78.7% | $154,108-89.5% | $64,173-74.8% |
| Participation rate | 27.3% | 70.4%-43.1pp | 83.0%-55.8pp | 69.6%-42.3pp |
| Annual return | -14.18% | 30.32%-44.5pp | 735.21%-749.4pp | 7.63%-21.8pp |
| Employer contribution / active EE | $151 | $3,350-95.5% | $5,298-97.2% | $2,381-93.7% |
| Participant deferral / active EE | $2,188 | $3,175-31.1% | $5,081-56.9% | $3,470-36.9% |
| Admin fee / account holder | $3,749 | $5,589-32.9% | $13,411-72.0% | $4,887-23.3% |