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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 | $62,599 | $54,679+14.5% | $76,119-17.8% | $74,459-15.9% |
| Participation rate | 26.9% | 60.3%-33.5pp | 69.1%-42.2pp | 67.2%-40.3pp |
| Annual return | 9.30% | 31.90%-22.6pp | 361.25%-351.9pp | 1369.70%-1360.4pp |
| Employer contribution / active EE | $0 | $1,781-100.0% | $2,693-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,739 | $3,072-43.4% | $4,259-59.2% | $4,350-60.0% |
| Admin fee / account holder | $12,157 | $2,238+443.2% | $6,421+89.3% | $1,945+525.1% |