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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 | $27,581 | $42,909-35.7% | $60,906-54.7% | $68,486-59.7% |
| Participation rate | 57.5% | 66.8%-9.3pp | 73.1%-15.6pp | 67.9%-10.4pp |
| Annual return | -19.90% | -13.99%-5.9pp | 16.94%-36.8pp | -7.85%-12.1pp |
| Employer contribution / active EE | $376 | $1,979-81.0% | $2,703-86.1% | $2,597-85.5% |
| Participant deferral / active EE | $2,482 | $2,866-13.4% | $3,814-34.9% | $4,028-38.4% |
| Admin fee / account holder | $985 | $3,104-68.3% | $3,227-69.5% | $5,404-81.8% |