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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 | $21,331 | $91,198-76.6% | $178,503-88.1% | $79,856-73.3% |
| Participation rate | 48.9% | 69.2%-20.3pp | 81.9%-33.0pp | 69.6%-20.8pp |
| Annual return | -2.02% | 24.20%-26.2pp | 151.12%-153.1pp | 31.71%-33.7pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,168 | $3,237-63.9% | $5,202-77.5% | $3,741-68.8% |
| Admin fee / account holder | $1,577 | $6,748-76.6% | $13,987-88.7% | $5,306-70.3% |