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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 | $46,118 | $160,028-71.2% | $147,080-68.6% | $145,884-68.4% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | -5.11% | 98.60%-103.7pp | 420.17%-425.3pp | 551.85%-557.0pp |
| Employer contribution / active EE | $600 | $5,286-88.6% | $4,933-87.8% | $4,662-87.1% |
| Participant deferral / active EE | $10,081 | $8,422+19.7% | $8,066+25.0% | $6,690+50.7% |
| Admin fee / account holder | $4,395 | $15,030-70.8% | $12,989-66.2% | $13,392-67.2% |