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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 | $106,289 | $92,766+14.6% | $82,763+28.4% | $134,545-21.0% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 81.2%-21.2pp |
| Annual return | -21.94% | 946.97%-968.9pp | 702.45%-724.4pp | 418.37%-440.3pp |
| Employer contribution / active EE | $287 | $3,273-91.2% | $3,008-90.5% | $4,742-93.9% |
| Participant deferral / active EE | $1,915 | $4,802-60.1% | $4,395-56.4% | $6,401-70.1% |
| Admin fee / account holder | $541 | $5,978-90.9% | $5,325-89.8% | $11,431-95.3% |