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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 | $46,317 | $72,404-36.0% | $110,241-58.0% | $64,181-27.8% |
| Participation rate | 63.2% | 73.3%-10.2pp | 79.8%-16.7pp | 69.6%-6.4pp |
| Annual return | -8.54% | -6.29%-2.2pp | 314.75%-323.3pp | 7.63%-16.2pp |
| Employer contribution / active EE | $190 | $2,282-91.7% | $3,827-95.0% | $2,381-92.0% |
| Participant deferral / active EE | $4,105 | $3,469+18.3% | $4,672-12.1% | $3,470+18.3% |
| Admin fee / account holder | $2,025 | $5,664-64.2% | $8,548-76.3% | $4,887-58.6% |