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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 | $48,359 | $134,001-63.9% | $112,258-56.9% | $134,509-64.0% |
| Participation rate | 36.8% | 78.6%-41.7pp | 75.1%-38.2pp | 81.2%-44.4pp |
| Annual return | -22.33% | 47.15%-69.5pp | 27.47%-49.8pp | 418.13%-440.5pp |
| Employer contribution / active EE | $460 | $4,039-88.6% | $3,636-87.3% | $4,741-90.3% |
| Participant deferral / active EE | $1,969 | $5,291-62.8% | $4,728-58.3% | $6,400-69.2% |
| Admin fee / account holder | $1,547 | $7,491-79.4% | $6,411-75.9% | $11,427-86.5% |