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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 | $49,660 | $138,075-64.0% | $123,552-59.8% | $135,379-63.3% |
| Participation rate | 20.0% | 84.7%-64.7pp | 82.3%-62.3pp | 82.6%-62.6pp |
| Annual return | -9.53% | 153.70%-163.2pp | 119.20%-128.7pp | 519.79%-529.3pp |
| Employer contribution / active EE | -$7 | $5,152-100.1% | $4,628-100.2% | $4,779-100.2% |
| Participant deferral / active EE | $2,332 | $6,800-65.7% | $6,426-63.7% | $5,609-58.4% |
| Admin fee / account holder | $435 | $10,917-96.0% | $9,285-95.3% | $10,828-96.0% |