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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 | $42,207 | $153,311-72.5% | $109,313-61.4% | $273,972-84.6% |
| Participation rate | 66.7% | 80.1%-13.4pp | 71.3%-4.6pp | 83.0%-16.3pp |
| Annual return | -4.03% | 29.86%-33.9pp | 22.07%-26.1pp | 41.46%-45.5pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,708 | $3,932+19.7% | $3,166+48.7% | $5,287-11.0% |
| Admin fee / account holder | $514 | $8,076-93.6% | $5,666-90.9% | $10,133-94.9% |