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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 | $77,876 | $45,872+69.8% | $77,096+1.0% | $68,486+13.7% |
| Participation rate | 38.2% | 55.9%-17.7pp | 67.9%-29.7pp | 67.9%-29.7pp |
| Annual return | -24.99% | 1.73%-26.7pp | 42.35%-67.3pp | -7.85%-17.1pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,814-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,129 | $2,963-61.9% | $4,429-74.5% | $4,028-72.0% |
| Admin fee / account holder | $2,689 | $3,041-11.6% | $5,428-50.5% | $5,404-50.2% |