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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 | $57,784 | $68,996-16.3% | $159,981-63.9% | $68,498-15.6% |
| Participation rate | 48.8% | 65.4%-16.6pp | 78.0%-29.2pp | 67.9%-19.1pp |
| Annual return | -19.61% | -9.65%-10.0pp | 408.70%-428.3pp | -7.84%-11.8pp |
| Employer contribution / active EE | $306 | $2,212-86.2% | $4,224-92.8% | $2,596-88.2% |
| Participant deferral / active EE | $2,518 | $4,211-40.2% | $6,182-59.3% | $4,027-37.5% |
| Admin fee / account holder | $568 | $4,797-88.2% | $8,700-93.5% | $5,403-89.5% |