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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 | $56,504 | $66,302-14.8% | $110,241-48.7% | $56,287+0.4% |
| Participation rate | 62.7% | 74.9%-12.2pp | 79.8%-17.1pp | 69.9%-7.1pp |
| Annual return | -7.37% | -1.18%-6.2pp | 314.75%-322.1pp | -9.96%+2.6pp |
| Employer contribution / active EE | $340 | $2,047-83.4% | $3,827-91.1% | $2,111-83.9% |
| Participant deferral / active EE | $3,314 | $3,381-2.0% | $4,672-29.1% | $3,350-1.1% |
| Admin fee / account holder | $2,856 | $698+308.9% | $8,548-66.6% | $521+448.3% |