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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 | $72,175 | $99,345-27.3% | $84,753-14.8% | $273,972-73.7% |
| Participation rate | 61.1% | 80.7%-19.6pp | 76.6%-15.5pp | 83.0%-21.9pp |
| Annual return | -2.27% | 22.93%-25.2pp | 22.78%-25.0pp | 41.46%-43.7pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,222 | $4,270-71.4% | $3,712-67.1% | $5,287-76.9% |
| Admin fee / account holder | $1,638 | $6,645-75.3% | $5,333-69.3% | $10,133-83.8% |