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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 | $83,894 | $176,077-52.4% | $159,455-47.4% | $167,518-49.9% |
| Participation rate | 42.9% | 84.9%-42.1pp | 82.8%-40.0pp | 82.1%-39.3pp |
| Annual return | -0.74% | 331.83%-332.6pp | 263.63%-264.4pp | 478.71%-479.4pp |
| Employer contribution / active EE | $587 | $5,298-88.9% | $4,830-87.8% | $4,838-87.9% |
| Participant deferral / active EE | $2,814 | $7,751-63.7% | $7,353-61.7% | $6,342-55.6% |
| Admin fee / account holder | $565 | $12,556-95.5% | $10,800-94.8% | $12,312-95.4% |