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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 | $16,585 | $47,977-65.4% | $154,111-89.2% | $56,287-70.5% |
| Participation rate | 44.9% | 66.2%-21.3pp | 83.0%-38.2pp | 69.9%-25.0pp |
| Annual return | -8.97% | 3.54%-12.5pp | 735.18%-744.2pp | -9.96%+1.0pp |
| Employer contribution / active EE | $228 | $2,169-89.5% | $5,298-95.7% | $2,111-89.2% |
| Participant deferral / active EE | $914 | $2,392-61.8% | $5,081-82.0% | $3,350-72.7% |
| Admin fee / account holder | $761 | $438+73.7% | $13,411-94.3% | $521+46.1% |