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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 | $32,734 | $160,040-79.5% | $147,096-77.7% | $145,877-77.6% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | -4.01% | 98.49%-102.5pp | 419.75%-423.8pp | 551.28%-555.3pp |
| Employer contribution / active EE | $863 | $5,289-83.7% | $4,936-82.5% | $4,663-81.5% |
| Participant deferral / active EE | $5,123 | $8,429-39.2% | $8,071-36.5% | $6,691-23.4% |
| Admin fee / account holder | $24,189 | $15,050+60.7% | $13,005+86.0% | $13,402+80.5% |