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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 | $54,093 | $72,177-25.1% | $115,038-53.0% | $59,633-9.3% |
| Participation rate | 68.2% | 72.6%-4.4pp | 81.4%-13.2pp | 68.7%-0.5pp |
| Annual return | -3.50% | 12.02%-15.5pp | 26.14%-29.6pp | 2041.45%-2045.0pp |
| Employer contribution / active EE | $333 | $2,841-88.3% | $4,608-92.8% | $2,203-84.9% |
| Participant deferral / active EE | $2,341 | $4,783-51.1% | $6,026-61.2% | $3,192-26.7% |
| Admin fee / account holder | $512 | $4,927-89.6% | $8,175-93.7% | $4,297-88.1% |