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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 | $43,025 | $111,830-61.5% | $93,696-54.1% | $145,884-70.5% |
| Participation rate | 16.7% | 74.2%-57.6pp | 68.7%-52.1pp | 80.3%-63.6pp |
| Annual return | -50.18% | 204.08%-254.3pp | 133.74%-183.9pp | 551.85%-602.0pp |
| Employer contribution / active EE | $524 | $3,093-83.1% | $2,422-78.4% | $4,662-88.8% |
| Participant deferral / active EE | $1,600 | $4,920-67.5% | $4,417-63.8% | $6,690-76.1% |
| Admin fee / account holder | $45,489 | $10,249+343.8% | $8,287+448.9% | $13,392+239.7% |