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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 | $53,180 | $49,177+8.1% | $79,466-33.1% | $64,173-17.1% |
| Participation rate | 44.0% | 65.0%-21.0pp | 73.3%-29.3pp | 69.6%-25.6pp |
| Annual return | -9.27% | -1.16%-8.1pp | 718.28%-727.5pp | 7.63%-16.9pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,186 | $2,821-57.9% | $3,704-68.0% | $3,470-65.8% |
| Admin fee / account holder | $658 | $3,839-82.9% | $5,104-87.1% | $4,887-86.5% |