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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 | $110,169 | $172,111-36.0% | $150,298-26.7% | $137,256-19.7% |
| Participation rate | 40.0% | 81.7%-41.7pp | 77.8%-37.8pp | 80.0%-40.0pp |
| Annual return | -6.46% | 69.37%-75.8pp | 62.79%-69.2pp | 220.34%-226.8pp |
| Employer contribution / active EE | $374 | $4,636-91.9% | $4,154-91.0% | $4,156-91.0% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,363 | $16,471-91.7% | $14,116-90.3% | $12,270-88.9% |