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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 | $39,443 | $190,879-79.3% | $160,009-75.3% | $134,532-70.7% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.0%-28.0pp | 81.2%-31.2pp |
| Annual return | -21.57% | 552.63%-574.2pp | 408.85%-430.4pp | 418.27%-439.8pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $8,250 | $6,924+19.1% | $6,183+33.4% | $6,401+28.9% |
| Admin fee / account holder | $1,002 | $10,495-90.5% | $8,715-88.5% | $11,429-91.2% |