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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 | $154,887 | $138,102+12.2% | $125,381+23.5% | $134,532+15.1% |
| Participation rate | 64.7% | 84.5%-19.8pp | 82.4%-17.7pp | 81.2%-16.5pp |
| Annual return | -25.58% | 750.73%-776.3pp | 572.31%-597.9pp | 418.27%-443.8pp |
| Employer contribution / active EE | $109 | $5,245-97.9% | $4,815-97.7% | $4,741-97.7% |
| Participant deferral / active EE | $5,161 | $7,801-33.8% | $7,448-30.7% | $6,401-19.4% |
| Admin fee / account holder | $14,430 | $11,568+24.7% | $10,007+44.2% | $11,429+26.3% |