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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 | $33,471 | $156,398-78.6% | $147,318-77.3% | $138,895-75.9% |
| Participation rate | 25.0% | 83.8%-58.8pp | 82.1%-57.1pp | 79.9%-54.9pp |
| Annual return | -8.98% | 78.75%-87.7pp | 70.43%-79.4pp | 145.39%-154.4pp |
| Employer contribution / active EE | $358 | $4,853-92.6% | $4,593-92.2% | $4,194-91.5% |
| Participant deferral / active EE | $3,320 | $8,237-59.7% | $7,906-58.0% | $6,396-48.1% |
| Admin fee / account holder | $7,097 | $14,976-52.6% | $13,708-48.2% | $12,562-43.5% |