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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 | $64,665 | $167,522-61.4% | $151,639-57.4% | $134,532-51.9% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -30.47% | 7.81%-38.3pp | 3.34%-33.8pp | 418.27%-448.7pp |
| Employer contribution / active EE | $1,286 | $6,828-81.2% | $6,165-79.1% | $4,741-72.9% |
| Participant deferral / active EE | $8,072 | $8,986-10.2% | $8,363-3.5% | $6,401+26.1% |
| Admin fee / account holder | $1,473 | $13,780-89.3% | $11,613-87.3% | $11,429-87.1% |