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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 | $86,521 | $52,279+65.5% | $89,414-3.2% | $79,852+8.4% |
| Participation rate | 18.5% | 57.5%-39.0pp | 68.0%-49.5pp | 69.6%-51.1pp |
| Annual return | 11.06% | 22.16%-11.1pp | 245.50%-234.4pp | 31.72%-20.7pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $811 | $2,740-70.4% | $3,890-79.1% | $3,740-78.3% |
| Admin fee / account holder | $813 | $3,356-75.8% | $4,883-83.3% | $5,306-84.7% |