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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 | $47,009 | $97,732-51.9% | $83,831-43.9% | $135,380-65.3% |
| Participation rate | 50.0% | 80.0%-30.0pp | 76.1%-26.1pp | 82.6%-32.6pp |
| Annual return | -10.89% | 1287.56%-1298.4pp | 850.99%-861.9pp | 519.81%-530.7pp |
| Employer contribution / active EE | $354 | $4,222-91.6% | $3,631-90.3% | $4,779-92.6% |
| Participant deferral / active EE | $8,142 | $4,683+73.9% | $4,082+99.5% | $5,609+45.2% |
| Admin fee / account holder | $377 | $6,675-94.4% | $5,479-93.1% | $10,828-96.5% |