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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 | $29,736 | $180,462-83.5% | $154,111-80.7% | $135,379-78.0% |
| Participation rate | 62.5% | 87.4%-24.9pp | 83.0%-20.5pp | 82.6%-20.1pp |
| Annual return | -12.38% | 888.17%-900.6pp | 735.18%-747.6pp | 519.79%-532.2pp |
| Employer contribution / active EE | $1,202 | $6,036-80.1% | $5,298-77.3% | $4,779-74.8% |
| Participant deferral / active EE | $4,591 | $5,806-20.9% | $5,081-9.6% | $5,609-18.1% |
| Admin fee / account holder | $3,876 | $16,145-76.0% | $13,411-71.1% | $10,828-64.2% |