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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 | $65,388 | $133,981-51.2% | $112,249-41.7% | $134,532-51.4% |
| Participation rate | 65.0% | 78.6%-13.6pp | 75.1%-10.1pp | 81.2%-16.2pp |
| Annual return | -20.81% | 47.16%-68.0pp | 27.48%-48.3pp | 418.27%-439.1pp |
| Employer contribution / active EE | $572 | $4,040-85.8% | $3,636-84.3% | $4,741-87.9% |
| Participant deferral / active EE | $5,747 | $5,292+8.6% | $4,729+21.5% | $6,401-10.2% |
| Admin fee / account holder | $1,317 | $7,492-82.4% | $6,412-79.5% | $11,429-88.5% |