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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 | $47,902 | $134,001-64.3% | $112,258-57.3% | $134,509-64.4% |
| Participation rate | 40.0% | 78.6%-38.6pp | 75.1%-35.1pp | 81.2%-41.2pp |
| Annual return | -23.47% | 47.15%-70.6pp | 27.47%-50.9pp | 418.13%-441.6pp |
| Employer contribution / active EE | $595 | $4,039-85.3% | $3,636-83.6% | $4,741-87.5% |
| Participant deferral / active EE | $3,804 | $5,291-28.1% | $4,728-19.6% | $6,400-40.6% |
| Admin fee / account holder | $1,167 | $7,491-84.4% | $6,411-81.8% | $11,427-89.8% |