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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 | $30,016 | $162,529-81.5% | $130,788-77.0% | $154,746-80.6% |
| Participation rate | 66.7% | 75.9%-9.2pp | 70.1%-3.4pp | 80.7%-14.0pp |
| Annual return | -19.83% | 510.48%-530.3pp | 386.44%-406.3pp | 172.34%-192.2pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $8,489 | $4,808+76.5% | $4,137+105.2% | $6,730+26.1% |
| Admin fee / account holder | $6,939 | $7,669-9.5% | $6,673+4.0% | $14,365-51.7% |