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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 | $77,986 | $72,404+7.7% | $110,243-29.3% | $64,173+21.5% |
| Participation rate | 28.9% | 73.3%-44.4pp | 79.8%-50.9pp | 69.6%-40.6pp |
| Annual return | -8.51% | -6.29%-2.2pp | 314.76%-323.3pp | 7.63%-16.1pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,457 | $3,469-29.2% | $4,672-47.4% | $3,470-29.2% |
| Admin fee / account holder | $917 | $5,664-83.8% | $8,548-89.3% | $4,887-81.2% |