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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 | $56,380 | $82,028-31.3% | $123,105-54.2% | $59,633-5.5% |
| Participation rate | 55.0% | 83.2%-28.2pp | 86.8%-31.8pp | 68.7%-13.7pp |
| Annual return | -2.22% | 5.12%-7.3pp | 13.22%-15.4pp | 2041.45%-2043.7pp |
| Employer contribution / active EE | $166 | $3,297-95.0% | $5,151-96.8% | $2,203-92.5% |
| Participant deferral / active EE | $3,161 | $4,667-32.3% | $6,229-49.3% | $3,192-0.9% |
| Admin fee / account holder | $3,504 | $5,879-40.4% | $9,014-61.1% | $4,297-18.4% |