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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 | $28,990 | $129,959-77.7% | $104,301-72.2% | $134,532-78.5% |
| Participation rate | 35.7% | 79.5%-43.8pp | 73.3%-37.6pp | 81.2%-45.5pp |
| Annual return | -24.55% | 42.04%-66.6pp | 24.61%-49.2pp | 418.27%-442.8pp |
| Employer contribution / active EE | $600 | $4,185-85.7% | $3,373-82.2% | $4,741-87.3% |
| Participant deferral / active EE | $2,244 | $5,589-59.9% | $4,626-51.5% | $6,401-64.9% |
| Admin fee / account holder | $1,873 | $9,325-79.9% | $7,340-74.5% | $11,429-83.6% |