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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 | $77,255 | $160,059-51.7% | $140,019-44.8% | $135,382-42.9% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.5%-20.8pp | 82.6%-16.0pp |
| Annual return | -9.48% | 911.44%-920.9pp | 651.15%-660.6pp | 519.77%-529.3pp |
| Employer contribution / active EE | $1,220 | $6,420-81.0% | $5,605-78.2% | $4,779-74.5% |
| Participant deferral / active EE | $6,167 | $7,641-19.3% | $6,927-11.0% | $5,609+9.9% |
| Admin fee / account holder | $667 | $13,328-95.0% | $10,705-93.8% | $10,829-93.8% |