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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 | $44,186 | $60,349-26.8% | $74,184-40.4% | $62,881-29.7% |
| Participation rate | 67.9% | 72.7%-4.9pp | 76.6%-8.8pp | 69.3%-1.4pp |
| Annual return | -5.91% | 21.38%-27.3pp | 17.74%-23.6pp | 20.14%-26.0pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,367 | $2,856-52.1% | $3,550-61.5% | $3,203-57.3% |
| Admin fee / account holder | $2,703 | $4,261-36.6% | $5,586-51.6% | $4,296-37.1% |