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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 | $62,961 | $73,839-14.7% | $143,788-56.2% | $68,495-8.1% |
| Participation rate | 19.6% | 66.7%-47.1pp | 80.3%-60.7pp | 67.9%-48.3pp |
| Annual return | -24.58% | 1.01%-25.6pp | -0.03%-24.6pp | -7.84%-16.7pp |
| Employer contribution / active EE | $344 | $3,184-89.2% | $4,952-93.0% | $2,596-86.7% |
| Participant deferral / active EE | $1,015 | $3,384-70.0% | $5,638-82.0% | $4,028-74.8% |
| Admin fee / account holder | $1,396 | $5,755-75.7% | $14,675-90.5% | $5,403-74.2% |