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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 | $58,617 | $110,278-46.8% | $95,740-38.8% | $139,466-58.0% |
| Participation rate | 33.3% | 75.7%-42.4pp | 72.3%-38.9pp | 80.3%-47.0pp |
| Annual return | -7.11% | 27.19%-34.3pp | 28.41%-35.5pp | 373.66%-380.8pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,836-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,040 | $4,674-77.8% | $4,244-75.5% | $6,712-84.5% |
| Admin fee / account holder | $540 | $6,613-91.8% | $5,676-90.5% | $11,409-95.3% |