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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 | $64,467 | $81,870-21.3% | $119,622-46.1% | $68,486-5.9% |
| Participation rate | 62.1% | 71.9%-9.8pp | 79.3%-17.2pp | 67.9%-5.8pp |
| Annual return | -31.24% | -23.82%-7.4pp | -14.98%-16.3pp | -7.85%-23.4pp |
| Employer contribution / active EE | $293 | $2,692-89.1% | $4,232-93.1% | $2,597-88.7% |
| Participant deferral / active EE | $3,380 | $4,148-18.5% | $5,601-39.6% | $4,028-16.1% |
| Admin fee / account holder | $18,461 | $6,583+180.4% | $10,328+78.7% | $5,404+241.6% |