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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 | $99,259 | $129,959-23.6% | $104,301-4.8% | $134,532-26.2% |
| Participation rate | 50.0% | 79.5%-29.5pp | 73.3%-23.3pp | 81.2%-31.2pp |
| Annual return | -21.53% | 42.04%-63.6pp | 24.61%-46.1pp | 418.27%-439.8pp |
| Employer contribution / active EE | $586 | $4,185-86.0% | $3,373-82.6% | $4,741-87.6% |
| Participant deferral / active EE | $1,745 | $5,589-68.8% | $4,626-62.3% | $6,401-72.7% |
| Admin fee / account holder | $784 | $9,325-91.6% | $7,340-89.3% | $11,429-93.1% |