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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 | $62,590 | $73,848-15.2% | $143,799-56.5% | $68,486-8.6% |
| Participation rate | 31.0% | 66.7%-35.6pp | 80.3%-49.3pp | 67.9%-36.9pp |
| Annual return | -19.81% | 0.91%-20.7pp | -0.04%-19.8pp | -7.85%-12.0pp |
| Employer contribution / active EE | $371 | $3,184-88.3% | $4,952-92.5% | $2,597-85.7% |
| Participant deferral / active EE | $2,313 | $3,385-31.6% | $5,638-59.0% | $4,028-42.6% |
| Admin fee / account holder | $507 | $5,755-91.2% | $14,677-96.5% | $5,404-90.6% |