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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 | $186,649 | $82,678+125.8% | $125,391+48.9% | $68,490+172.5% |
| Participation rate | 68.4% | 75.1%-6.6pp | 82.4%-14.0pp | 67.9%+0.5pp |
| Annual return | -21.57% | -5.97%-15.6pp | 572.41%-594.0pp | -7.85%-13.7pp |
| Employer contribution / active EE | $642 | $3,382-81.0% | $4,816-86.7% | $2,597-75.3% |
| Participant deferral / active EE | $7,324 | $6,111+19.8% | $7,448-1.7% | $4,028+81.8% |
| Admin fee / account holder | $505 | $6,277-91.9% | $10,009-95.0% | $5,403-90.6% |