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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 | $74,908 | $127,100-41.1% | $105,738-29.2% | $135,379-44.7% |
| Participation rate | 40.0% | 82.7%-42.7pp | 76.3%-36.3pp | 82.6%-42.6pp |
| Annual return | -8.66% | 4.49%-13.2pp | 6.27%-14.9pp | 519.79%-528.4pp |
| Employer contribution / active EE | $375 | $4,107-90.9% | $3,268-88.5% | $4,779-92.2% |
| Participant deferral / active EE | $3,012 | $5,064-40.5% | $4,080-26.2% | $5,609-46.3% |
| Admin fee / account holder | $747 | $9,087-91.8% | $6,913-89.2% | $10,828-93.1% |