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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 | $69,646 | $82,678-15.8% | $125,391-44.5% | $68,490+1.7% |
| Participation rate | 49.2% | 75.1%-25.8pp | 82.4%-33.2pp | 67.9%-18.7pp |
| Annual return | -78.00% | -5.97%-72.0pp | 572.41%-650.4pp | -7.85%-70.1pp |
| Employer contribution / active EE | $387 | $3,382-88.6% | $4,816-92.0% | $2,597-85.1% |
| Participant deferral / active EE | $5,660 | $6,111-7.4% | $7,448-24.0% | $4,028+40.5% |
| Admin fee / account holder | $5,871 | $6,277-6.5% | $10,009-41.3% | $5,403+8.7% |