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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 | $32,350 | $129,959-75.1% | $104,301-69.0% | $134,532-76.0% |
| Participation rate | 30.8% | 79.5%-48.8pp | 73.3%-42.5pp | 81.2%-50.5pp |
| Annual return | -22.88% | 42.04%-64.9pp | 24.61%-47.5pp | 418.27%-441.1pp |
| Employer contribution / active EE | $529 | $4,185-87.4% | $3,373-84.3% | $4,741-88.8% |
| Participant deferral / active EE | $2,620 | $5,589-53.1% | $4,626-43.4% | $6,401-59.1% |
| Admin fee / account holder | $9,948 | $9,325+6.7% | $7,340+35.5% | $11,429-13.0% |