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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 | $27,233 | $99,345-72.6% | $84,753-67.9% | $273,972-90.1% |
| Participation rate | 38.1% | 80.7%-42.6pp | 76.6%-38.5pp | 83.0%-44.9pp |
| Annual return | -2.20% | 22.93%-25.1pp | 22.78%-25.0pp | 41.46%-43.7pp |
| Employer contribution / active EE | $155 | $4,214-96.3% | $3,574-95.7% | $4,869-96.8% |
| Participant deferral / active EE | $1,023 | $4,270-76.0% | $3,712-72.4% | $5,287-80.6% |
| Admin fee / account holder | $532 | $6,645-92.0% | $5,333-90.0% | $10,133-94.7% |