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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 | $133,550 | $64,729+106.3% | $112,263+19.0% | $68,490+95.0% |
| Participation rate | 37.0% | 67.2%-30.1pp | 75.1%-38.0pp | 67.9%-30.9pp |
| Annual return | -22.77% | -11.40%-11.4pp | 27.49%-50.3pp | -7.85%-14.9pp |
| Employer contribution / active EE | $567 | $2,746-79.4% | $3,636-84.4% | $2,597-78.2% |
| Participant deferral / active EE | $2,332 | $3,566-34.6% | $4,729-50.7% | $4,028-42.1% |
| Admin fee / account holder | $20,818 | $5,222+298.7% | $6,410+224.8% | $5,403+285.3% |