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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 | $19,212 | $92,766-79.3% | $82,763-76.8% | $134,545-85.7% |
| Participation rate | 63.6% | 75.2%-11.6pp | 72.6%-8.9pp | 81.2%-17.6pp |
| Annual return | -21.73% | 946.97%-968.7pp | 702.45%-724.2pp | 418.37%-440.1pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,949 | $4,802-38.6% | $4,395-32.9% | $6,401-53.9% |
| Admin fee / account holder | $582 | $5,978-90.3% | $5,325-89.1% | $11,431-94.9% |