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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 | $17,561 | $45,152-61.1% | $73,836-76.2% | $59,633-70.6% |
| Participation rate | 31.3% | 64.0%-32.8pp | 73.4%-42.2pp | 68.7%-37.4pp |
| Annual return | -3.17% | 27.40%-30.6pp | 2268.06%-2271.2pp | 2041.45%-2044.6pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,074 | $2,573-58.3% | $3,583-70.0% | $3,192-66.4% |
| Admin fee / account holder | $5,580 | $3,515+58.8% | $4,882+14.3% | $4,297+29.9% |