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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 | $7,631 | $81,749-90.7% | $58,544-87.0% | $139,456-94.5% |
| Participation rate | 8.7% | 61.3%-52.6pp | 50.9%-42.2pp | 80.3%-71.6pp |
| Annual return | -38.34% | 7425.45%-7463.8pp | 4249.56%-4287.9pp | 373.45%-411.8pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $368 | $2,555-85.6% | $1,923-80.9% | $6,711-94.5% |
| Admin fee / account holder | $3,971 | $3,272+21.4% | $2,520+57.6% | $11,407-65.2% |