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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 | $12,973 | $95,915-86.5% | $79,580-83.7% | $134,532-90.4% |
| Participation rate | 38.5% | 75.0%-36.6pp | 69.5%-31.0pp | 81.2%-42.8pp |
| Annual return | -29.45% | -2.71%-26.7pp | 0.15%-29.6pp | 418.27%-447.7pp |
| Employer contribution / active EE | $320 | $3,129-89.8% | $2,413-86.7% | $4,741-93.2% |
| Participant deferral / active EE | $5,379 | $4,693+14.6% | $3,985+35.0% | $6,401-16.0% |
| Admin fee / account holder | $35,549 | $9,132+289.3% | $6,835+420.1% | $11,429+211.1% |