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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 | $78,456 | $62,583+25.4% | $76,767+2.2% | $64,173+22.3% |
| Participation rate | 29.6% | 72.8%-43.2pp | 77.0%-47.3pp | 69.6%-39.9pp |
| Annual return | -11.10% | -1.95%-9.2pp | 2.43%-13.5pp | 7.63%-18.7pp |
| Employer contribution / active EE | $116 | $1,832-93.7% | $2,485-95.4% | $2,381-95.1% |
| Participant deferral / active EE | $2,254 | $3,145-28.3% | $3,852-41.5% | $3,470-35.0% |
| Admin fee / account holder | $4,000 | $4,667-14.3% | $6,675-40.1% | $4,887-18.2% |