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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 | $43,459 | $80,763-46.2% | $102,412-57.6% | $74,459-41.6% |
| Participation rate | 61.7% | 65.7%-4.0pp | 74.5%-12.8pp | 67.2%-5.5pp |
| Annual return | -0.62% | 27.57%-28.2pp | 24.94%-25.6pp | 1369.70%-1370.3pp |
| Employer contribution / active EE | $328 | $3,160-89.6% | $3,870-91.5% | $2,626-87.5% |
| Participant deferral / active EE | $3,280 | $3,862-15.1% | $5,060-35.2% | $4,350-24.6% |
| Admin fee / account holder | $13,796 | $2,371+481.8% | $8,388+64.5% | $1,945+609.4% |