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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 | $30,990 | $49,025-36.8% | $87,502-64.6% | $62,881-50.7% |
| Participation rate | 51.4% | 64.9%-13.5pp | 73.8%-22.4pp | 69.3%-17.9pp |
| Annual return | -1.65% | 10.02%-11.7pp | 12.21%-13.9pp | 20.14%-21.8pp |
| Employer contribution / active EE | $181 | $1,372-86.8% | $2,550-92.9% | $2,281-92.1% |
| Participant deferral / active EE | $1,311 | $2,289-42.7% | $3,149-58.4% | $3,203-59.1% |
| Admin fee / account holder | $795 | $4,065-80.4% | $4,221-81.2% | $4,296-81.5% |