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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 | $37,143 | $65,555-43.3% | $86,216-56.9% | $75,173-50.6% |
| Participation rate | 33.3% | 60.5%-27.2pp | 69.0%-35.6pp | 67.2%-33.9pp |
| Annual return | -49.60% | 46.07%-95.7pp | 1169.42%-1219.0pp | 160.72%-210.3pp |
| Employer contribution / active EE | $101 | $1,553-93.5% | $2,382-95.8% | $2,671-96.2% |
| Participant deferral / active EE | $2,531 | $3,023-16.3% | $3,986-36.5% | $4,126-38.7% |
| Admin fee / account holder | $2,798 | $5,469-48.8% | $6,853-59.2% | $5,651-50.5% |