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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 | $27,345 | $174,379-84.3% | $152,093-82.0% | $138,895-80.3% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | -7.43% | 74.86%-82.3pp | 66.36%-73.8pp | 145.39%-152.8pp |
| Employer contribution / active EE | $859 | $4,652-81.5% | $4,175-79.4% | $4,194-79.5% |
| Participant deferral / active EE | $2,148 | $6,159-65.1% | $5,451-60.6% | $6,396-66.4% |
| Admin fee / account holder | $6,052 | $16,880-64.1% | $14,497-58.3% | $12,562-51.8% |