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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 | $42,560 | $64,719-34.2% | $112,249-62.1% | $68,486-37.9% |
| Participation rate | 47.5% | 67.2%-19.7pp | 75.1%-27.6pp | 67.9%-20.4pp |
| Annual return | -19.63% | -11.40%-8.2pp | 27.48%-47.1pp | -7.85%-11.8pp |
| Employer contribution / active EE | $679 | $2,747-75.3% | $3,636-81.3% | $2,597-73.8% |
| Participant deferral / active EE | $2,075 | $3,565-41.8% | $4,729-56.1% | $4,028-48.5% |
| Admin fee / account holder | $4,338 | $5,232-17.1% | $6,412-32.4% | $5,404-19.7% |