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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 | $45,322 | $59,839-24.3% | $81,991-44.7% | $79,852-43.2% |
| Participation rate | 38.2% | 61.6%-23.4pp | 69.3%-31.0pp | 69.6%-31.4pp |
| Annual return | -2.81% | 17.56%-20.4pp | 41.31%-44.1pp | 31.72%-34.5pp |
| Employer contribution / active EE | $268 | $1,713-84.4% | $2,498-89.3% | $2,471-89.2% |
| Participant deferral / active EE | $1,898 | $2,695-29.6% | $3,722-49.0% | $3,740-49.3% |
| Admin fee / account holder | $3,699 | $4,287-13.7% | $5,665-34.7% | $5,306-30.3% |