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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 | $92,231 | $82,678+11.6% | $125,391-26.4% | $68,490+34.7% |
| Participation rate | 64.0% | 75.1%-11.1pp | 82.4%-18.4pp | 67.9%-3.9pp |
| Annual return | -34.08% | -5.97%-28.1pp | 572.41%-606.5pp | -7.85%-26.2pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $8,146 | $6,111+33.3% | $7,448+9.4% | $4,028+102.2% |
| Admin fee / account holder | $1,211 | $6,277-80.7% | $10,009-87.9% | $5,403-77.6% |