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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 | $92,605 | $118,869-22.1% | $96,575-4.1% | $167,518-44.7% |
| Participation rate | 33.3% | 75.5%-42.2pp | 69.8%-36.5pp | 82.1%-48.8pp |
| Annual return | -1.83% | 50.49%-52.3pp | 37.79%-39.6pp | 478.71%-480.5pp |
| Employer contribution / active EE | $0 | $3,120-100.0% | $2,357-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $5,333 | $4,616+15.5% | $3,849+38.6% | $6,342-15.9% |
| Admin fee / account holder | $1,436 | $8,067-82.2% | $6,182-76.8% | $12,312-88.3% |