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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 | $27,421 | $71,878-61.8% | $86,698-68.4% | $68,486-60.0% |
| Participation rate | 63.2% | 72.2%-9.1pp | 76.6%-13.4pp | 67.9%-4.7pp |
| Annual return | -20.69% | 3.53%-24.2pp | 35.95%-56.6pp | -7.85%-12.8pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,407 | $3,779-9.8% | $4,656-26.8% | $4,028-15.4% |
| Admin fee / account holder | $2,201 | $6,113-64.0% | $7,493-70.6% | $5,404-59.3% |