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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 | $20,223 | $43,730-53.8% | $121,220-83.3% | $64,173-68.5% |
| Participation rate | 28.4% | 58.3%-29.9pp | 71.8%-43.4pp | 69.6%-41.2pp |
| Annual return | -11.90% | 68.94%-80.8pp | 16.94%-28.8pp | 7.63%-19.5pp |
| Employer contribution / active EE | $0 | $1,297-100.0% | $4,023-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,273 | $2,281-44.2% | $3,345-62.0% | $3,470-63.3% |
| Admin fee / account holder | $2,556 | $3,502-27.0% | $5,021-49.1% | $4,887-47.7% |