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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 | $133,479 | $102,385+30.4% | $147,080-9.2% | $80,935+64.9% |
| Participation rate | 68.0% | 75.9%-7.9pp | 82.2%-14.2pp | 67.7%+0.3pp |
| Annual return | 11.83% | 135.09%-123.3pp | 420.17%-408.3pp | 35.66%-23.8pp |
| Employer contribution / active EE | $191 | $3,717-94.9% | $4,933-96.1% | $2,757-93.1% |
| Participant deferral / active EE | $10,118 | $6,651+52.1% | $8,066+25.4% | $4,299+135.3% |
| Admin fee / account holder | $7,609 | $7,951-4.3% | $12,989-41.4% | $6,924+9.9% |