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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 | $124,171 | $52,519+136.4% | $155,789-20.3% | $59,632+108.2% |
| Participation rate | 65.9% | 61.7%+4.2pp | 76.1%-10.2pp | 68.7%-2.8pp |
| Annual return | -2.69% | 53.51%-56.2pp | 71.54%-74.2pp | 2041.32%-2044.0pp |
| Employer contribution / active EE | $188 | $1,589-88.2% | $3,839-95.1% | $2,203-91.5% |
| Participant deferral / active EE | $6,070 | $3,084+96.8% | $4,798+26.5% | $3,192+90.2% |
| Admin fee / account holder | $11,053 | $3,540+212.2% | $7,477+47.8% | $4,297+157.2% |