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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 | $157,634 | $45,872+243.6% | $77,096+104.5% | $68,486+130.2% |
| Participation rate | 12.1% | 55.9%-43.8pp | 67.9%-55.8pp | 67.9%-55.8pp |
| Annual return | -20.26% | 1.73%-22.0pp | 42.35%-62.6pp | -7.85%-12.4pp |
| Employer contribution / active EE | $189 | $1,650-88.5% | $2,814-93.3% | $2,597-92.7% |
| Participant deferral / active EE | $2,213 | $2,963-25.3% | $4,429-50.0% | $4,028-45.1% |
| Admin fee / account holder | $773 | $3,041-74.6% | $5,428-85.8% | $5,404-85.7% |