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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 | $63,868 | $90,486-29.4% | $78,676-18.8% | $273,972-76.7% |
| Participation rate | 60.0% | 76.5%-16.5pp | 73.6%-13.6pp | 83.0%-23.0pp |
| Annual return | -10.02% | 75.62%-85.6pp | 62.19%-72.2pp | 41.46%-51.5pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $585 | $3,901-85.0% | $3,517-83.4% | $5,287-88.9% |
| Admin fee / account holder | $533 | $5,263-89.9% | $4,510-88.2% | $10,133-94.7% |