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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 | $11,628 | $77,908-85.1% | $149,696-92.2% | $75,173-84.5% |
| Participation rate | 52.1% | 65.6%-13.5pp | 78.8%-26.6pp | 67.2%-15.1pp |
| Annual return | -7.66% | 31.73%-39.4pp | 134.46%-142.1pp | 160.72%-168.4pp |
| Employer contribution / active EE | $297 | $3,138-90.5% | $4,821-93.8% | $2,671-88.9% |
| Participant deferral / active EE | $1,155 | $3,411-66.1% | $5,682-79.7% | $4,126-72.0% |
| Admin fee / account holder | $946 | $5,950-84.1% | $13,212-92.8% | $5,651-83.3% |