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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 | $18,659 | $73,863-74.7% | $143,797-87.0% | $68,490-72.8% |
| Participation rate | 18.0% | 66.7%-48.7pp | 80.3%-62.3pp | 67.9%-49.9pp |
| Annual return | -19.60% | 0.91%-20.5pp | -0.04%-19.6pp | -7.85%-11.7pp |
| Employer contribution / active EE | $296 | $3,185-90.7% | $4,952-94.0% | $2,597-88.6% |
| Participant deferral / active EE | $968 | $3,385-71.4% | $5,638-82.8% | $4,028-76.0% |
| Admin fee / account holder | $667 | $5,756-88.4% | $14,679-95.5% | $5,403-87.6% |