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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 | $176,273 | $39,798+342.9% | $67,704+160.4% | $59,633+195.6% |
| Participation rate | 63.5% | 57.4%+6.1pp | 67.5%-4.0pp | 68.7%-5.2pp |
| Annual return | -8.24% | 89.94%-98.2pp | 25.41%-33.6pp | 2041.45%-2049.7pp |
| Employer contribution / active EE | $18 | $1,393-98.7% | $2,559-99.3% | $2,203-99.2% |
| Participant deferral / active EE | $10,614 | $2,335+354.6% | $3,585+196.0% | $3,192+232.6% |
| Admin fee / account holder | $3,836 | $3,212+19.4% | $4,255-9.9% | $4,297-10.7% |