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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 | $109,608 | $154,228-28.9% | $145,433-24.6% | $137,256-20.1% |
| Participation rate | 20.0% | 83.8%-63.8pp | 82.1%-62.1pp | 80.0%-60.0pp |
| Annual return | -2.49% | 74.59%-77.1pp | 66.58%-69.1pp | 220.34%-222.8pp |
| Employer contribution / active EE | $715 | $4,804-85.1% | $4,554-84.3% | $4,156-82.8% |
| Participant deferral / active EE | $6,100 | $8,216-25.8% | $7,897-22.8% | $6,407-4.8% |
| Admin fee / account holder | $546 | $14,344-96.2% | $13,129-95.8% | $12,270-95.5% |