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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 | $78,472 | $54,162+44.9% | $68,612+14.4% | $64,173+22.3% |
| Participation rate | 30.8% | 68.1%-37.3pp | 72.2%-41.5pp | 69.6%-38.8pp |
| Annual return | -8.29% | -1.62%-6.7pp | -4.63%-3.7pp | 7.63%-15.9pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,403 | $2,626-46.6% | $3,311-57.6% | $3,470-59.6% |
| Admin fee / account holder | $942 | $4,029-76.6% | $5,131-81.6% | $4,887-80.7% |