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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 | $53,229 | $42,909+24.1% | $60,906-12.6% | $68,486-22.3% |
| Participation rate | 41.9% | 66.8%-24.8pp | 73.1%-31.2pp | 67.9%-26.0pp |
| Annual return | -20.37% | -13.99%-6.4pp | 16.94%-37.3pp | -7.85%-12.5pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,703-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,979 | $2,866+38.8% | $3,814+4.3% | $4,028-1.2% |
| Admin fee / account holder | $614 | $3,104-80.2% | $3,227-81.0% | $5,404-88.6% |