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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 | $44,783 | $77,816-42.5% | $123,552-63.8% | $64,173-30.2% |
| Participation rate | 26.9% | 74.7%-47.8pp | 82.3%-55.4pp | 69.6%-42.6pp |
| Annual return | -16.06% | 12.49%-28.5pp | 119.20%-135.3pp | 7.63%-23.7pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,445 | $5,240+3.9% | $6,426-15.3% | $3,470+56.9% |
| Admin fee / account holder | $5,923 | $5,519+7.3% | $9,285-36.2% | $4,887+21.2% |