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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 | $21,467 | $77,638-72.3% | $156,551-86.3% | $62,881-65.9% |
| Participation rate | 57.8% | 71.2%-13.4pp | 84.0%-26.2pp | 69.3%-11.5pp |
| Annual return | -0.72% | 50.33%-51.0pp | 32.23%-32.9pp | 20.14%-20.9pp |
| Employer contribution / active EE | $171 | $3,444-95.0% | $5,501-96.9% | $2,281-92.5% |
| Participant deferral / active EE | $980 | $3,046-67.8% | $4,871-79.9% | $3,203-69.4% |
| Admin fee / account holder | $318 | $5,561-94.3% | $13,028-97.6% | $4,296-92.6% |