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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 | $93,519 | $91,537+2.2% | $130,045-28.1% | $75,173+24.4% |
| Participation rate | 64.3% | 71.5%-7.2pp | 78.5%-14.2pp | 67.2%-2.9pp |
| Annual return | 11.73% | -631.55%+643.3pp | -137.30%+149.0pp | 160.72%-149.0pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,299 | $4,343-24.0% | $5,820-43.3% | $4,126-20.1% |
| Admin fee / account holder | $13,843 | $6,780+104.2% | $10,600+30.6% | $5,651+145.0% |