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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 | $41,199 | $133,981-69.3% | $112,249-63.3% | $134,532-69.4% |
| Participation rate | 18.2% | 78.6%-60.4pp | 75.1%-56.9pp | 81.2%-63.0pp |
| Annual return | -21.54% | 47.16%-68.7pp | 27.48%-49.0pp | 418.27%-439.8pp |
| Employer contribution / active EE | $225 | $4,040-94.4% | $3,636-93.8% | $4,741-95.3% |
| Participant deferral / active EE | $3,740 | $5,292-29.3% | $4,729-20.9% | $6,401-41.6% |
| Admin fee / account holder | $841 | $7,492-88.8% | $6,412-86.9% | $11,429-92.6% |