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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 | $17,840 | $28,624-37.7% | $53,647-66.7% | $82,637-78.4% |
| Participation rate | 14.3% | 47.3%-33.0pp | 56.3%-42.0pp | 68.1%-53.8pp |
| Annual return | -9.97% | 664.98%-675.0pp | 358.33%-368.3pp | 53.51%-63.5pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,223 | $1,196+2.3% | $1,813-32.5% | $4,126-70.3% |
| Admin fee / account holder | $3,468 | $2,022+71.6% | $2,460+41.0% | $7,339-52.7% |