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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 | $49,501 | $138,078-64.1% | $125,363-60.5% | $134,509-63.2% |
| Participation rate | 12.5% | 84.5%-72.0pp | 82.4%-69.9pp | 81.2%-68.7pp |
| Annual return | -30.29% | 750.49%-780.8pp | 572.15%-602.4pp | 418.13%-448.4pp |
| Employer contribution / active EE | $337 | $5,245-93.6% | $4,815-93.0% | $4,741-92.9% |
| Participant deferral / active EE | $3,375 | $7,800-56.7% | $7,447-54.7% | $6,400-47.3% |
| Admin fee / account holder | $631 | $11,566-94.5% | $10,005-93.7% | $11,427-94.5% |