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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 | $150,027 | $79,633+88.4% | $93,759+60.0% | $68,486+119.1% |
| Participation rate | 19.0% | 75.4%-56.3pp | 81.0%-61.9pp | 67.9%-48.8pp |
| Annual return | -23.27% | -0.10%-23.2pp | -11.33%-11.9pp | -7.85%-15.4pp |
| Employer contribution / active EE | $771 | $3,665-79.0% | $4,324-82.2% | $2,597-70.3% |
| Participant deferral / active EE | $2,138 | $5,158-58.6% | $6,096-64.9% | $4,028-46.9% |
| Admin fee / account holder | $3,996 | $6,871-41.9% | $7,197-44.5% | $5,404-26.1% |