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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 | $43,615 | $57,352-24.0% | $83,831-48.0% | $64,173-32.0% |
| Participation rate | 57.6% | 68.6%-11.0pp | 76.1%-18.5pp | 69.6%-12.0pp |
| Annual return | -9.25% | 11.38%-20.6pp | 850.99%-860.2pp | 7.63%-16.9pp |
| Employer contribution / active EE | $535 | $2,546-79.0% | $3,631-85.3% | $2,381-77.5% |
| Participant deferral / active EE | $1,708 | $2,993-42.9% | $4,082-58.2% | $3,470-50.8% |
| Admin fee / account holder | $1,007 | $4,046-75.1% | $5,479-81.6% | $4,887-79.4% |