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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 | $18,543 | $73,839-74.9% | $143,788-87.1% | $68,495-72.9% |
| Participation rate | 50.6% | 66.7%-16.0pp | 80.3%-29.7pp | 67.9%-17.3pp |
| Annual return | -21.70% | 1.01%-22.7pp | -0.03%-21.7pp | -7.84%-13.9pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,770 | $3,384-47.7% | $5,638-68.6% | $4,028-56.1% |
| Admin fee / account holder | $379 | $5,755-93.4% | $14,675-97.4% | $5,403-93.0% |