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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 | $18,975 | $59,819-68.3% | $79,583-76.2% | $68,490-72.3% |
| Participation rate | 28.6% | 61.1%-32.5pp | 69.5%-40.9pp | 67.9%-39.3pp |
| Annual return | -20.86% | -12.30%-8.6pp | 0.16%-21.0pp | -7.85%-13.0pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,414-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,310 | $3,025-56.7% | $3,986-67.1% | $4,028-67.5% |
| Admin fee / account holder | $930 | $4,835-80.8% | $6,835-86.4% | $5,403-82.8% |