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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 | $41,210 | $50,947-19.1% | $74,551-44.7% | $64,173-35.8% |
| Participation rate | 21.9% | 61.1%-39.2pp | 69.1%-47.3pp | 69.6%-47.7pp |
| Annual return | -10.44% | -1.85%-8.6pp | 32.53%-43.0pp | 7.63%-18.1pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,635 | $2,302-29.0% | $3,108-47.4% | $3,470-52.9% |
| Admin fee / account holder | $1,928 | $4,221-54.3% | $5,059-61.9% | $4,887-60.6% |