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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 | $29,160 | $111,814-73.9% | $103,378-71.8% | $145,978-80.0% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-47.0pp |
| Annual return | -18.04% | 24.80%-42.8pp | 24.91%-43.0pp | 550.52%-568.6pp |
| Employer contribution / active EE | $435 | $4,215-89.7% | $3,870-88.8% | $4,662-90.7% |
| Participant deferral / active EE | $3,653 | $5,618-35.0% | $5,058-27.8% | $6,690-45.4% |
| Admin fee / account holder | $580 | $9,764-94.1% | $8,401-93.1% | $13,400-95.7% |