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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 | $46,380 | $71,873-35.5% | $86,698-46.5% | $68,490-32.3% |
| Participation rate | 58.1% | 72.2%-14.1pp | 76.6%-18.4pp | 67.9%-9.8pp |
| Annual return | -18.98% | 3.54%-22.5pp | 35.96%-54.9pp | -7.85%-11.1pp |
| Employer contribution / active EE | $436 | $2,173-80.0% | $2,837-84.6% | $2,597-83.2% |
| Participant deferral / active EE | $1,894 | $3,779-49.9% | $4,656-59.3% | $4,028-53.0% |
| Admin fee / account holder | $1,302 | $6,110-78.7% | $7,492-82.6% | $5,403-75.9% |