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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 | $35,518 | $183,539-80.6% | $155,556-77.2% | $145,897-75.7% |
| Participation rate | 27.3% | 82.7%-55.4pp | 78.2%-51.0pp | 80.3%-53.0pp |
| Annual return | -2.25% | 61.31%-63.6pp | 64.84%-67.1pp | 552.29%-554.5pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,075 | $6,467-37.0% | $5,631-27.6% | $6,689-39.1% |
| Admin fee / account holder | $20,083 | $19,275+4.2% | $15,885+26.4% | $13,390+50.0% |