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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 | $19,596 | $43,730-55.2% | $121,208-83.8% | $64,181-69.5% |
| Participation rate | 41.5% | 58.3%-16.9pp | 71.8%-30.3pp | 69.6%-28.1pp |
| Annual return | -12.45% | 68.94%-81.4pp | 16.93%-29.4pp | 7.63%-20.1pp |
| Employer contribution / active EE | $0 | $1,297-100.0% | $4,023-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,152 | $2,281+38.2% | $3,345-5.8% | $3,470-9.1% |
| Admin fee / account holder | $1,661 | $3,502-52.6% | $5,020-66.9% | $4,887-66.0% |