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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 | $59,751 | $99,032-39.7% | $80,022-25.3% | $135,379-55.9% |
| Participation rate | 56.3% | 78.4%-22.1pp | 75.8%-19.6pp | 82.6%-26.4pp |
| Annual return | -9.01% | 15.39%-24.4pp | 11.22%-20.2pp | 519.79%-528.8pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,807 | $4,282-34.4% | $3,686-23.8% | $5,609-50.0% |
| Admin fee / account holder | $1,984 | $10,436-81.0% | $6,521-69.6% | $10,828-81.7% |