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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 | $31,084 | $95,895-67.6% | $79,576-60.9% | $134,509-76.9% |
| Participation rate | 58.3% | 75.0%-16.7pp | 69.5%-11.2pp | 81.2%-22.9pp |
| Annual return | -20.95% | -2.72%-18.2pp | 0.15%-21.1pp | 418.13%-439.1pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,391 | $4,693-27.7% | $3,985-14.9% | $6,400-47.0% |
| Admin fee / account holder | $10,011 | $9,129+9.7% | $6,834+46.5% | $11,427-12.4% |