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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 | $84,995 | $183,592-53.7% | $155,574-45.4% | $145,877-41.7% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | -0.25% | 61.37%-61.6pp | 64.87%-65.1pp | 551.28%-551.5pp |
| Employer contribution / active EE | $710 | $5,317-86.6% | $4,676-84.8% | $4,663-84.8% |
| Participant deferral / active EE | $3,084 | $6,466-52.3% | $5,629-45.2% | $6,691-53.9% |
| Admin fee / account holder | $11,813 | $19,316-38.8% | $15,914-25.8% | $13,402-11.9% |