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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 | $58,592 | $59,834-2.1% | $79,576-26.4% | $68,495-14.5% |
| Participation rate | 68.8% | 61.1%+7.7pp | 69.5%-0.7pp | 67.9%+0.9pp |
| Annual return | -21.27% | -12.30%-9.0pp | 0.15%-21.4pp | -7.84%-13.4pp |
| Employer contribution / active EE | $45 | $1,505-97.0% | $2,413-98.1% | $2,596-98.3% |
| Participant deferral / active EE | $1,423 | $3,024-52.9% | $3,985-64.3% | $4,028-64.7% |
| Admin fee / account holder | $486 | $4,835-90.0% | $6,834-92.9% | $5,403-91.0% |