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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 | $26,017 | $32,037-18.8% | $69,182-62.4% | $62,881-58.6% |
| Participation rate | 17.8% | 43.4%-25.6pp | 55.1%-37.3pp | 69.3%-51.5pp |
| Annual return | 3.95% | 15.16%-11.2pp | -21.93%+25.9pp | 20.14%-16.2pp |
| Employer contribution / active EE | $0 | $679-100.0% | $1,206-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $723 | $1,185-39.0% | $1,897-61.9% | $3,203-77.4% |
| Admin fee / account holder | $1,476 | $2,608-43.4% | $2,697-45.3% | $4,296-65.6% |