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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 | $21,807 | $76,551-71.5% | $123,894-82.4% | $62,881-65.3% |
| Participation rate | 50.0% | 73.0%-23.0pp | 81.4%-31.4pp | 69.3%-19.3pp |
| Annual return | -3.26% | 18.68%-21.9pp | 47.52%-50.8pp | 20.14%-23.4pp |
| Employer contribution / active EE | $210 | $2,882-92.7% | $4,617-95.5% | $2,281-90.8% |
| Participant deferral / active EE | $3,171 | $4,840-34.5% | $5,984-47.0% | $3,203-1.0% |
| Admin fee / account holder | $3,112 | $4,826-35.5% | $8,357-62.8% | $4,296-27.5% |