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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 | $31,961 | $55,002-41.9% | $59,899-46.6% | $56,289-43.2% |
| Participation rate | 29.8% | 75.9%-46.1pp | 74.7%-44.9pp | 69.9%-40.0pp |
| Annual return | -13.17% | 1.13%-14.3pp | 3.46%-16.6pp | -9.96%-3.2pp |
| Employer contribution / active EE | $481 | $2,448-80.4% | $2,723-82.3% | $2,111-77.2% |
| Participant deferral / active EE | $2,814 | $3,121-9.8% | $3,402-17.3% | $3,350-16.0% |
| Admin fee / account holder | $951 | $236+303.4% | $3,592-73.5% | $521+82.6% |