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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 | $131,755 | $162,136-18.7% | $152,301-13.5% | $154,746-14.9% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | -41.58% | 91.02%-132.6pp | 80.50%-122.1pp | 172.34%-213.9pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $7,984 | $8,341-4.3% | $8,004-0.2% | $6,730+18.6% |
| Admin fee / account holder | $114,468 | $15,759+626.3% | $14,398+695.0% | $14,365+696.8% |