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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 | $24,034 | $112,131-78.6% | $95,964-75.0% | $158,982-84.9% |
| Participation rate | 12.5% | 79.0%-66.5pp | 77.1%-64.6pp | 82.0%-69.5pp |
| Annual return | -8.12% | 171.19%-179.3pp | 91.64%-99.8pp | 302.99%-311.1pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,625 | $4,784-66.0% | $4,167-61.0% | $5,983-72.8% |
| Admin fee / account holder | $6,940 | $10,136-31.5% | $6,797+2.1% | $11,252-38.3% |