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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 | $41,777 | $72,177-42.1% | $115,037-63.7% | $59,632-29.9% |
| Participation rate | 50.0% | 72.6%-22.6pp | 81.4%-31.4pp | 68.7%-18.7pp |
| Annual return | -4.33% | 12.02%-16.4pp | 26.14%-30.5pp | 2041.32%-2045.6pp |
| Employer contribution / active EE | $109 | $2,841-96.2% | $4,608-97.6% | $2,203-95.0% |
| Participant deferral / active EE | $4,505 | $4,783-5.8% | $6,026-25.3% | $3,192+41.1% |
| Admin fee / account holder | $1,682 | $4,927-65.9% | $8,175-79.4% | $4,297-60.9% |