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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 | $43,876 | $99,345-55.8% | $84,753-48.2% | $273,972-84.0% |
| Participation rate | 42.9% | 80.7%-37.8pp | 76.6%-33.7pp | 83.0%-40.2pp |
| Annual return | -7.42% | 22.93%-30.4pp | 22.78%-30.2pp | 41.46%-48.9pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,226 | $4,270-71.3% | $3,712-67.0% | $5,287-76.8% |
| Admin fee / account holder | $17,305 | $6,645+160.4% | $5,333+224.5% | $10,133+70.8% |