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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 | $90,035 | $84,551+6.5% | $61,452+46.5% | $134,532-33.1% |
| Participation rate | 40.0% | 62.2%-22.2pp | 52.6%-12.6pp | 81.2%-41.2pp |
| Annual return | -22.60% | 585.39%-608.0pp | 338.96%-361.6pp | 418.27%-440.9pp |
| Employer contribution / active EE | $0 | $1,545-100.0% | $1,160-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,023 | $2,818+78.2% | $2,125+136.4% | $6,401-21.5% |
| Admin fee / account holder | $371 | $2,587-85.7% | $2,131-82.6% | $11,429-96.8% |