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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 | $31,932 | $71,878-55.6% | $86,698-63.2% | $68,486-53.4% |
| Participation rate | 31.9% | 72.2%-40.3pp | 76.6%-44.7pp | 67.9%-36.0pp |
| Annual return | -19.58% | 3.53%-23.1pp | 35.95%-55.5pp | -7.85%-11.7pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,303 | $3,779-39.1% | $4,656-50.5% | $4,028-42.8% |
| Admin fee / account holder | $2,155 | $6,113-64.7% | $7,493-71.2% | $5,404-60.1% |