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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 | $23,142 | $138,102-83.2% | $125,381-81.5% | $134,532-82.8% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -25.76% | 750.73%-776.5pp | 572.31%-598.1pp | 418.27%-444.0pp |
| Employer contribution / active EE | $924 | $5,245-82.4% | $4,815-80.8% | $4,741-80.5% |
| Participant deferral / active EE | $6,904 | $7,801-11.5% | $7,448-7.3% | $6,401+7.9% |
| Admin fee / account holder | $539 | $11,568-95.3% | $10,007-94.6% | $11,429-95.3% |