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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 | $39,309 | $45,566-13.7% | $64,105-38.7% | $59,633-34.1% |
| Participation rate | 41.2% | 60.2%-19.0pp | 68.2%-27.0pp | 68.7%-27.5pp |
| Annual return | -4.18% | 4.95%-9.1pp | 791.24%-795.4pp | 2041.45%-2045.6pp |
| Employer contribution / active EE | $31 | $934-96.7% | $1,820-98.3% | $2,203-98.6% |
| Participant deferral / active EE | $1,895 | $2,057-7.9% | $2,822-32.9% | $3,192-40.6% |
| Admin fee / account holder | $1,861 | $3,268-43.0% | $4,499-58.6% | $4,297-56.7% |