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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 | $9,620 | $54,370-82.3% | $82,763-88.4% | $68,490-86.0% |
| Participation rate | 68.0% | 63.9%+4.1pp | 72.6%-4.6pp | 67.9%+0.1pp |
| Annual return | -20.75% | -13.67%-7.1pp | 702.45%-723.2pp | -7.85%-12.9pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,399 | $3,247-26.1% | $4,395-45.4% | $4,028-40.4% |
| Admin fee / account holder | $814 | $4,398-81.5% | $5,325-84.7% | $5,403-84.9% |