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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 | $26,636 | $138,076-80.7% | $123,553-78.4% | $135,380-80.3% |
| Participation rate | 57.9% | 84.7%-26.8pp | 82.3%-24.4pp | 82.6%-24.7pp |
| Annual return | -9.27% | 153.70%-163.0pp | 119.21%-128.5pp | 519.81%-529.1pp |
| Employer contribution / active EE | $890 | $5,152-82.7% | $4,628-80.8% | $4,779-81.4% |
| Participant deferral / active EE | $5,882 | $6,800-13.5% | $6,426-8.5% | $5,609+4.9% |
| Admin fee / account holder | $4,991 | $10,917-54.3% | $9,284-46.2% | $10,828-53.9% |