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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 | $44,701 | $99,345-55.0% | $84,753-47.3% | $273,972-83.7% |
| Participation rate | 46.7% | 80.7%-34.0pp | 76.6%-29.9pp | 83.0%-36.3pp |
| Annual return | -1.68% | 22.93%-24.6pp | 22.78%-24.5pp | 41.46%-43.1pp |
| Employer contribution / active EE | $272 | $4,214-93.5% | $3,574-92.4% | $4,869-94.4% |
| Participant deferral / active EE | $3,008 | $4,270-29.6% | $3,712-19.0% | $5,287-43.1% |
| Admin fee / account holder | $3,500 | $6,645-47.3% | $5,333-34.4% | $10,133-65.5% |