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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 | $38,673 | $138,075-72.0% | $123,552-68.7% | $135,379-71.4% |
| Participation rate | 11.1% | 84.7%-73.6pp | 82.3%-71.2pp | 82.6%-71.5pp |
| Annual return | -19.66% | 153.70%-173.4pp | 119.20%-138.9pp | 519.79%-539.5pp |
| Employer contribution / active EE | $89 | $5,152-98.3% | $4,628-98.1% | $4,779-98.1% |
| Participant deferral / active EE | $2,222 | $6,800-67.3% | $6,426-65.4% | $5,609-60.4% |
| Admin fee / account holder | $527 | $10,917-95.2% | $9,285-94.3% | $10,828-95.1% |