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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 | $52,579 | $211,946-75.2% | $169,452-69.0% | $135,379-61.2% |
| Participation rate | 50.0% | 82.6%-32.6pp | 77.8%-27.8pp | 82.6%-32.6pp |
| Annual return | -10.98% | 3.26%-14.2pp | 1.83%-12.8pp | 519.79%-530.8pp |
| Employer contribution / active EE | $0 | $5,117-100.0% | $4,157-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,388 | $6,075-11.3% | $5,277+2.1% | $5,609-3.9% |
| Admin fee / account holder | $1,112 | $11,472-90.3% | $9,110-87.8% | $10,828-89.7% |