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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 | $16,326 | $52,306-68.8% | $69,779-76.6% | $62,881-74.0% |
| Participation rate | 41.0% | 67.2%-26.2pp | 71.8%-30.8pp | 69.3%-28.3pp |
| Annual return | -6.64% | 13.35%-20.0pp | 12.99%-19.6pp | 20.14%-26.8pp |
| Employer contribution / active EE | $172 | $1,799-90.4% | $2,338-92.7% | $2,281-92.5% |
| Participant deferral / active EE | $1,016 | $2,395-57.6% | $2,931-65.3% | $3,203-68.3% |
| Admin fee / account holder | $424 | $3,691-88.5% | $4,381-90.3% | $4,296-90.1% |