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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 | $230,311 | $124,346+85.2% | $111,308+106.9% | $167,536+37.5% |
| Participation rate | 60.0% | 79.6%-19.6pp | 77.3%-17.3pp | 82.1%-22.1pp |
| Annual return | 5.43% | 37.45%-32.0pp | 54.67%-49.2pp | 478.82%-473.4pp |
| Employer contribution / active EE | $670 | $3,437-80.5% | $2,732-75.5% | $4,839-86.2% |
| Participant deferral / active EE | $4,136 | $5,182-20.2% | $4,487-7.8% | $6,342-34.8% |
| Admin fee / account holder | $311 | $10,621-97.1% | $7,965-96.1% | $12,315-97.5% |