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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 | $37,436 | $56,197-33.4% | $67,652-44.7% | $59,633-37.2% |
| Participation rate | 56.7% | 71.5%-14.8pp | 75.7%-19.0pp | 68.7%-12.0pp |
| Annual return | -2.53% | 18508.10%-18510.6pp | 6625.40%-6627.9pp | 2041.45%-2044.0pp |
| Employer contribution / active EE | $314 | $1,615-80.6% | $2,266-86.2% | $2,203-85.8% |
| Participant deferral / active EE | $1,818 | $2,844-36.1% | $3,560-48.9% | $3,192-43.0% |
| Admin fee / account holder | $2,260 | $3,958-42.9% | $4,821-53.1% | $4,297-47.4% |