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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 | $86,874 | $133,981-35.2% | $112,249-22.6% | $134,532-35.4% |
| Participation rate | 25.0% | 78.6%-53.6pp | 75.1%-50.1pp | 81.2%-56.2pp |
| Annual return | -25.33% | 47.16%-72.5pp | 27.48%-52.8pp | 418.27%-443.6pp |
| Employer contribution / active EE | $179 | $4,040-95.6% | $3,636-95.1% | $4,741-96.2% |
| Participant deferral / active EE | $1,785 | $5,292-66.3% | $4,729-62.3% | $6,401-72.1% |
| Admin fee / account holder | $817 | $7,492-89.1% | $6,412-87.3% | $11,429-92.9% |