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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 | $87,534 | $101,672-13.9% | $147,117-40.5% | $74,478+17.5% |
| Participation rate | 36.7% | 75.5%-38.9pp | 82.2%-45.5pp | 67.2%-30.5pp |
| Annual return | 9.59% | 8757.83%-8748.2pp | 420.54%-410.9pp | 1370.56%-1361.0pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,932-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,765 | $7,305-48.5% | $8,065-53.3% | $4,350-13.4% |
| Admin fee / account holder | $9,942 | $1,753+467.1% | $12,993-23.5% | $1,946+410.9% |