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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 | $85,401 | $65,566+30.3% | $86,235-1.0% | $75,177+13.6% |
| Participation rate | 32.1% | 60.5%-28.4pp | 69.0%-36.9pp | 67.2%-35.1pp |
| Annual return | 10.19% | 46.07%-35.9pp | 1170.03%-1159.8pp | 160.75%-150.6pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,755 | $3,023-41.9% | $3,987-56.0% | $4,126-57.5% |
| Admin fee / account holder | $4,503 | $5,470-17.7% | $6,856-34.3% | $5,651-20.3% |