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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 | $53,788 | $64,706-16.9% | $112,244-52.1% | $68,498-21.5% |
| Participation rate | 34.4% | 67.1%-32.7pp | 75.1%-40.6pp | 67.9%-33.4pp |
| Annual return | -20.37% | -11.40%-9.0pp | 27.46%-47.8pp | -7.84%-12.5pp |
| Employer contribution / active EE | $556 | $2,746-79.8% | $3,635-84.7% | $2,596-78.6% |
| Participant deferral / active EE | $2,220 | $3,565-37.7% | $4,728-53.0% | $4,027-44.9% |
| Admin fee / account holder | $6,098 | $5,231+16.6% | $6,411-4.9% | $5,403+12.9% |