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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 | $51,554 | $81,870-37.0% | $119,622-56.9% | $68,486-24.7% |
| Participation rate | 51.4% | 71.9%-20.5pp | 79.3%-27.9pp | 67.9%-16.5pp |
| Annual return | -19.84% | -23.82%+4.0pp | -14.98%-4.9pp | -7.85%-12.0pp |
| Employer contribution / active EE | $367 | $2,692-86.4% | $4,232-91.3% | $2,597-85.9% |
| Participant deferral / active EE | $2,042 | $4,148-50.8% | $5,601-63.5% | $4,028-49.3% |
| Admin fee / account holder | $25,367 | $6,583+285.3% | $10,328+145.6% | $5,404+369.4% |