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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 | $96,383 | $82,674+16.6% | $125,381-23.1% | $68,486+40.7% |
| Participation rate | 64.9% | 75.1%-10.2pp | 82.4%-17.5pp | 67.9%-3.0pp |
| Annual return | -23.95% | -5.97%-18.0pp | 572.31%-596.3pp | -7.85%-16.1pp |
| Employer contribution / active EE | $618 | $3,382-81.7% | $4,815-87.2% | $2,597-76.2% |
| Participant deferral / active EE | $5,975 | $6,111-2.2% | $7,448-19.8% | $4,028+48.3% |
| Admin fee / account holder | $845 | $6,277-86.5% | $10,007-91.6% | $5,404-84.4% |