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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 | $18,330 | $88,702-79.3% | $81,780-77.6% | $145,978-87.4% |
| Participation rate | 14.3% | 75.0%-60.8pp | 72.4%-58.1pp | 80.3%-66.0pp |
| Annual return | -13.73% | 1029.12%-1042.8pp | 776.27%-790.0pp | 550.52%-564.2pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $781 | $4,645-83.2% | $4,321-81.9% | $6,690-88.3% |
| Admin fee / account holder | $3,134 | $8,414-62.8% | $7,384-57.6% | $13,400-76.6% |