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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 | $42,229 | $134,001-68.5% | $112,258-62.4% | $134,509-68.6% |
| Participation rate | 20.0% | 78.6%-58.6pp | 75.1%-55.1pp | 81.2%-61.2pp |
| Annual return | -20.93% | 47.15%-68.1pp | 27.47%-48.4pp | 418.13%-439.1pp |
| Employer contribution / active EE | $788 | $4,039-80.5% | $3,636-78.3% | $4,741-83.4% |
| Participant deferral / active EE | $2,137 | $5,291-59.6% | $4,728-54.8% | $6,400-66.6% |
| Admin fee / account holder | $2,440 | $7,491-67.4% | $6,411-61.9% | $11,427-78.6% |