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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 | $22,321 | $59,813-62.7% | $79,580-72.0% | $68,486-67.4% |
| Participation rate | 28.0% | 61.1%-33.1pp | 69.5%-41.5pp | 67.9%-39.9pp |
| Annual return | -24.23% | -12.30%-11.9pp | 0.15%-24.4pp | -7.85%-16.4pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,675 | $3,024-44.6% | $3,985-58.0% | $4,028-58.4% |
| Admin fee / account holder | $2,690 | $4,835-44.4% | $6,835-60.6% | $5,404-50.2% |