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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 | $40,157 | $72,177-44.4% | $115,038-65.1% | $59,633-32.7% |
| Participation rate | 59.5% | 72.6%-13.0pp | 81.4%-21.8pp | 68.7%-9.1pp |
| Annual return | -20.33% | 12.02%-32.4pp | 26.14%-46.5pp | 2041.45%-2061.8pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $7,613 | $4,783+59.2% | $6,026+26.3% | $3,192+138.5% |
| Admin fee / account holder | $5,550 | $4,927+12.7% | $8,175-32.1% | $4,297+29.2% |