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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 | $39,079 | $136,307-71.3% | $106,619-63.3% | $273,972-85.7% |
| Participation rate | 66.7% | 84.8%-18.1pp | 78.0%-11.3pp | 83.0%-16.3pp |
| Annual return | -23.47% | 11.05%-34.5pp | 9.42%-32.9pp | 41.46%-64.9pp |
| Employer contribution / active EE | $0 | $5,190-100.0% | $3,947-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $8,833 | $4,969+77.8% | $3,930+124.8% | $5,287+67.1% |
| Admin fee / account holder | $11,192 | $8,625+29.8% | $6,418+74.4% | $10,133+10.5% |