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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 | $18,495 | $58,311-68.3% | $81,882-77.4% | $80,959-77.2% |
| Participation rate | 17.5% | 63.5%-46.0pp | 72.4%-54.9pp | 67.7%-50.2pp |
| Annual return | -1.93% | 41.85%-43.8pp | 779.47%-781.4pp | 35.67%-37.6pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,099 | $3,287-66.6% | $4,323-74.6% | $4,300-74.4% |
| Admin fee / account holder | $3,520 | $4,752-25.9% | $7,360-52.2% | $6,925-49.2% |