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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 | $53,544 | $80,983-33.9% | $96,544-44.5% | $75,177-28.8% |
| Participation rate | 53.3% | 71.8%-18.5pp | 76.0%-22.7pp | 67.2%-13.9pp |
| Annual return | -8.18% | 27.05%-35.2pp | 25.88%-34.1pp | 160.75%-168.9pp |
| Employer contribution / active EE | $401 | $2,282-82.4% | $2,966-86.5% | $2,671-85.0% |
| Participant deferral / active EE | $2,045 | $3,929-48.0% | $4,851-57.9% | $4,126-50.5% |
| Admin fee / account holder | $3,921 | $6,717-41.6% | $8,254-52.5% | $5,651-30.6% |