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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 | $17,742 | $77,638-77.1% | $156,551-88.7% | $62,881-71.8% |
| Participation rate | 17.5% | 71.2%-53.7pp | 84.0%-66.5pp | 69.3%-51.8pp |
| Annual return | -4.17% | 50.33%-54.5pp | 32.23%-36.4pp | 20.14%-24.3pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,146 | $3,046-62.4% | $4,871-76.5% | $3,203-64.2% |
| Admin fee / account holder | $401 | $5,561-92.8% | $13,028-96.9% | $4,296-90.7% |