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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 | $19,683 | $93,064-78.9% | $74,577-73.6% | $273,972-92.8% |
| Participation rate | 50.0% | 74.9%-24.9pp | 68.1%-18.1pp | 83.0%-33.0pp |
| Annual return | -4.08% | 26.18%-30.3pp | 20.47%-24.5pp | 41.46%-45.5pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,525-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,160 | $4,160-24.0% | $3,458-8.6% | $5,287-40.2% |
| Admin fee / account holder | $1,791 | $5,273-66.0% | $4,138-56.7% | $10,133-82.3% |