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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 | $16,758 | $42,383-60.5% | $76,518-78.1% | $64,173-73.9% |
| Participation rate | 52.5% | 58.1%-5.6pp | 68.0%-15.5pp | 69.6%-17.1pp |
| Annual return | -10.88% | -16.54%+5.7pp | -0.27%-10.6pp | 7.63%-18.5pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,114 | $2,566-17.6% | $3,836-44.9% | $3,470-39.1% |
| Admin fee / account holder | $1,696 | $3,198-47.0% | $4,849-65.0% | $4,887-65.3% |