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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 | $39,365 | $97,732-59.7% | $83,831-53.0% | $135,380-70.9% |
| Participation rate | 22.2% | 80.0%-57.7pp | 76.1%-53.9pp | 82.6%-60.4pp |
| Annual return | -15.44% | 1287.56%-1303.0pp | 850.99%-866.4pp | 519.81%-535.2pp |
| Employer contribution / active EE | $400 | $4,222-90.5% | $3,631-89.0% | $4,779-91.6% |
| Participant deferral / active EE | $4,778 | $4,683+2.0% | $4,082+17.0% | $5,609-14.8% |
| Admin fee / account holder | $509 | $6,675-92.4% | $5,479-90.7% | $10,828-95.3% |