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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 | $77,525 | $99,647-22.2% | $86,439-10.3% | $134,509-42.4% |
| Participation rate | 26.1% | 82.1%-56.0pp | 80.3%-54.2pp | 81.2%-55.1pp |
| Annual return | -23.73% | 6784.13%-6807.9pp | 4395.55%-4419.3pp | 418.13%-441.9pp |
| Employer contribution / active EE | $0 | $4,401-100.0% | $3,769-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,989 | $7,246-31.1% | $6,952-28.2% | $6,400-22.0% |
| Admin fee / account holder | $12,133 | $8,373+44.9% | $6,732+80.2% | $11,427+6.2% |