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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 | $45,689 | $223,823-79.6% | $211,142-78.4% | $154,746-70.5% |
| Participation rate | 25.0% | 87.9%-62.9pp | 87.3%-62.3pp | 80.7%-55.7pp |
| Annual return | -9.22% | 50.39%-59.6pp | 46.84%-56.1pp | 172.34%-181.6pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $9,842 | $9,750+0.9% | $9,284+6.0% | $6,730+46.2% |
| Admin fee / account holder | $11,335 | $19,707-42.5% | $19,076-40.6% | $14,365-21.1% |