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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 | $12,397 | $107,733-88.5% | $92,985-86.7% | $154,746-92.0% |
| Participation rate | 47.6% | 74.6%-26.9pp | 69.5%-21.9pp | 80.7%-33.1pp |
| Annual return | -0.22% | 30.39%-30.6pp | 27.99%-28.2pp | 172.34%-172.6pp |
| Employer contribution / active EE | $0 | $3,126-100.0% | $2,662-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,748 | $5,053-65.4% | $4,377-60.1% | $6,730-74.0% |
| Admin fee / account holder | $3,061 | $11,369-73.1% | $9,463-67.7% | $14,365-78.7% |