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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 | $38,238 | $113,941-66.4% | $94,229-59.4% | $125,389-69.5% |
| Participation rate | 45.5% | 82.9%-37.4pp | 78.8%-33.3pp | 83.2%-37.7pp |
| Annual return | -5.24% | 5.29%-10.5pp | 10.68%-15.9pp | 282.24%-287.5pp |
| Employer contribution / active EE | $86 | $4,727-98.2% | $3,587-97.6% | $4,866-98.2% |
| Participant deferral / active EE | $3,733 | $5,179-27.9% | $4,320-13.6% | $5,352-30.2% |
| Admin fee / account holder | $1,581 | $8,392-81.2% | $6,269-74.8% | $9,541-83.4% |