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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 | $15,468 | $115,225-86.6% | $100,712-84.6% | $138,895-88.9% |
| Participation rate | 57.1% | 74.3%-17.2pp | 69.3%-12.1pp | 79.9%-22.8pp |
| Annual return | -15.09% | 40.35%-55.4pp | 33.27%-48.4pp | 145.39%-160.5pp |
| Employer contribution / active EE | $376 | $2,771-86.4% | $2,313-83.7% | $4,194-91.0% |
| Participant deferral / active EE | $1,387 | $4,699-70.5% | $4,085-66.1% | $6,396-78.3% |
| Admin fee / account holder | $4,482 | $10,844-58.7% | $9,256-51.6% | $12,562-64.3% |