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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 | $31,272 | $48,364-35.3% | $71,796-56.4% | $62,881-50.3% |
| Participation rate | 67.7% | 60.6%+7.1pp | 69.1%-1.4pp | 69.3%-1.6pp |
| Annual return | -7.51% | 13.16%-20.7pp | 78.04%-85.5pp | 20.14%-27.7pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,799 | $2,091-14.0% | $2,794-35.6% | $3,203-43.8% |
| Admin fee / account holder | $2,909 | $3,771-22.9% | $4,815-39.6% | $4,296-32.3% |