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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 | $47,010 | $167,362-71.9% | $143,799-67.3% | $134,532-65.1% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -20.70% | 0.47%-21.2pp | -0.04%-20.7pp | 418.27%-439.0pp |
| Employer contribution / active EE | $831 | $5,620-85.2% | $4,952-83.2% | $4,741-82.5% |
| Participant deferral / active EE | $3,000 | $6,447-53.5% | $5,638-46.8% | $6,401-53.1% |
| Admin fee / account holder | $441 | $18,094-97.6% | $14,677-97.0% | $11,429-96.1% |