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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 | $31,480 | $72,177-56.4% | $115,037-72.6% | $59,633-47.2% |
| Participation rate | 58.6% | 72.6%-13.9pp | 81.4%-22.7pp | 68.7%-10.1pp |
| Annual return | -5.72% | 12.02%-17.7pp | 26.14%-31.9pp | 2041.40%-2047.1pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,705 | $4,783-22.5% | $6,026-38.5% | $3,192+16.1% |
| Admin fee / account holder | $588 | $4,927-88.1% | $8,175-92.8% | $4,297-86.3% |