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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 | $57,120 | $156,398-63.5% | $147,318-61.2% | $138,895-58.9% |
| Participation rate | 20.0% | 83.8%-63.8pp | 82.1%-62.1pp | 79.9%-59.9pp |
| Annual return | -26.95% | 78.75%-105.7pp | 70.43%-97.4pp | 145.39%-172.3pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,100 | $8,237-62.4% | $7,906-60.8% | $6,396-51.5% |
| Admin fee / account holder | $24,329 | $14,976+62.5% | $13,708+77.5% | $12,562+93.7% |