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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 | $33,746 | $44,850-24.8% | $60,547-44.3% | $59,633-43.4% |
| Participation rate | 25.5% | 59.5%-34.0pp | 68.0%-42.5pp | 68.7%-43.2pp |
| Annual return | -8.02% | 1074.14%-1082.2pp | 335.64%-343.7pp | 2041.40%-2049.4pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $2,419-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,865 | $2,230+28.5% | $3,328-13.9% | $3,192-10.2% |
| Admin fee / account holder | $4,498 | $3,635+23.7% | $4,536-0.8% | $4,297+4.7% |