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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 | $78,547 | $49,976+57.2% | $66,674+17.8% | $82,637-4.9% |
| Participation rate | 50.0% | 63.1%-13.1pp | 73.7%-23.7pp | 68.1%-18.1pp |
| Annual return | 10.57% | 39.09%-28.5pp | 321.24%-310.7pp | 53.51%-42.9pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $686 | $2,847-75.9% | $4,084-83.2% | $4,126-83.4% |
| Admin fee / account holder | $30,279 | $4,594+559.2% | $5,098+493.9% | $7,339+312.6% |