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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 | $97,740 | $39,028+150.4% | $80,741+21.1% | $85,856+13.8% |
| Participation rate | 8.9% | 41.6%-32.6pp | 54.2%-45.2pp | 69.3%-60.4pp |
| Annual return | -40.13% | 26.31%-66.4pp | 87.30%-127.4pp | 318.58%-358.7pp |
| Employer contribution / active EE | $0 | $722-100.0% | $1,160-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $464 | $1,326-65.0% | $2,145-78.4% | $3,952-88.3% |
| Admin fee / account holder | $1,701 | $2,429-30.0% | $3,380-49.7% | $6,261-72.8% |