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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 | $15,489 | $45,872-66.2% | $77,100-79.9% | $68,490-77.4% |
| Participation rate | 21.2% | 55.9%-34.7pp | 67.9%-46.7pp | 67.9%-46.7pp |
| Annual return | -24.59% | 1.73%-26.3pp | 42.35%-66.9pp | -7.85%-16.7pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,258 | $2,963-23.8% | $4,430-49.0% | $4,028-43.9% |
| Admin fee / account holder | $6,529 | $3,041+114.7% | $5,443+19.9% | $5,403+20.8% |