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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 | $55,882 | $49,177+13.6% | $79,467-29.7% | $64,173-12.9% |
| Participation rate | 55.6% | 65.0%-9.5pp | 73.3%-17.8pp | 69.6%-14.0pp |
| Annual return | -8.19% | -1.16%-7.0pp | 718.30%-726.5pp | 7.63%-15.8pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,733 | $2,821-3.1% | $3,704-26.2% | $3,470-21.2% |
| Admin fee / account holder | $476 | $3,839-87.6% | $5,104-90.7% | $4,887-90.3% |