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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 | $124,555 | $124,980-0.3% | $108,359+14.9% | $154,746-19.5% |
| Participation rate | 25.0% | 75.2%-50.2pp | 70.1%-45.1pp | 80.7%-55.7pp |
| Annual return | -4.58% | 45.00%-49.6pp | 36.89%-41.5pp | 172.34%-176.9pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $7,750 | $4,743+63.4% | $4,137+87.3% | $6,730+15.2% |
| Admin fee / account holder | $17,352 | $11,502+50.9% | $9,741+78.1% | $14,365+20.8% |