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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 | $81,040 | $59,107+37.1% | $86,439-6.2% | $68,495+18.3% |
| Participation rate | 43.8% | 75.2%-31.5pp | 80.3%-36.6pp | 67.9%-24.1pp |
| Annual return | -21.89% | -0.23%-21.7pp | 4395.55%-4417.4pp | -7.84%-14.1pp |
| Employer contribution / active EE | $109 | $2,519-95.7% | $3,769-97.1% | $2,596-95.8% |
| Participant deferral / active EE | $5,493 | $5,901-6.9% | $6,952-21.0% | $4,028+36.4% |
| Admin fee / account holder | $1,622 | $5,637-71.2% | $6,732-75.9% | $5,403-70.0% |