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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 | $55,157 | $96,361-42.8% | $80,607-31.6% | $139,456-60.4% |
| Participation rate | 11.8% | 73.6%-61.9pp | 67.0%-55.2pp | 80.3%-68.6pp |
| Annual return | -3.44% | 1350.95%-1354.4pp | 936.11%-939.5pp | 373.45%-376.9pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,724-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,245 | $5,232-57.1% | $4,448-49.5% | $6,711-66.5% |
| Admin fee / account holder | $7,085 | $6,601+7.3% | $5,379+31.7% | $11,407-37.9% |