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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 | $82,718 | $59,819+38.3% | $79,583+3.9% | $68,490+20.8% |
| Participation rate | 8.6% | 61.1%-52.5pp | 69.5%-60.9pp | 67.9%-59.3pp |
| Annual return | -20.31% | -12.30%-8.0pp | 0.16%-20.5pp | -7.85%-12.5pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,414-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,327 | $3,025+10.0% | $3,986-16.5% | $4,028-17.4% |
| Admin fee / account holder | $18,406 | $4,835+280.6% | $6,835+169.3% | $5,403+240.7% |