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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 | $53,329 | $211,946-74.8% | $169,452-68.5% | $135,379-60.6% |
| Participation rate | 60.0% | 82.6%-22.6pp | 77.8%-17.8pp | 82.6%-22.6pp |
| Annual return | -16.43% | 3.26%-19.7pp | 1.83%-18.3pp | 519.79%-536.2pp |
| Employer contribution / active EE | $0 | $5,117-100.0% | $4,157-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $8,524 | $6,075+40.3% | $5,277+61.5% | $5,609+52.0% |
| Admin fee / account holder | $3,422 | $11,472-70.2% | $9,110-62.4% | $10,828-68.4% |