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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 | $30,625 | $123,155-75.1% | $108,753-71.8% | $155,188-80.3% |
| Participation rate | 57.1% | 75.6%-18.5pp | 71.1%-13.9pp | 80.8%-23.7pp |
| Annual return | -6.69% | 44.73%-51.4pp | 37.47%-44.2pp | 148.84%-155.5pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $7,079 | $4,623+53.1% | $4,115+72.0% | $6,531+8.4% |
| Admin fee / account holder | $5,496 | $12,126-54.7% | $10,320-46.7% | $14,480-62.0% |