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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 | $32,227 | $180,459-82.1% | $154,108-79.1% | $135,380-76.2% |
| Participation rate | 40.0% | 87.4%-47.4pp | 83.0%-43.0pp | 82.6%-42.6pp |
| Annual return | -10.26% | 888.21%-898.5pp | 735.21%-745.5pp | 519.81%-530.1pp |
| Employer contribution / active EE | $1,163 | $6,035-80.7% | $5,298-78.0% | $4,779-75.7% |
| Participant deferral / active EE | $3,930 | $5,806-32.3% | $5,081-22.6% | $5,609-29.9% |
| Admin fee / account holder | $354 | $16,145-97.8% | $13,411-97.4% | $10,828-96.7% |