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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 | $149,428 | $81,870+82.5% | $119,622+24.9% | $68,486+118.2% |
| Participation rate | 25.0% | 71.9%-46.9pp | 79.3%-54.3pp | 67.9%-42.9pp |
| Annual return | -23.22% | -23.82%+0.6pp | -14.98%-8.2pp | -7.85%-15.4pp |
| Employer contribution / active EE | $260 | $2,692-90.4% | $4,232-93.9% | $2,597-90.0% |
| Participant deferral / active EE | $2,471 | $4,148-40.4% | $5,601-55.9% | $4,028-38.6% |
| Admin fee / account holder | $819 | $6,583-87.6% | $10,328-92.1% | $5,404-84.9% |