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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 | $76,697 | $102,422-25.1% | $147,117-47.9% | $80,959-5.3% |
| Participation rate | 68.9% | 75.9%-7.0pp | 82.2%-13.3pp | 67.7%+1.2pp |
| Annual return | 11.82% | 135.16%-123.3pp | 420.54%-408.7pp | 35.67%-23.8pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,566 | $6,652-46.4% | $8,065-55.8% | $4,300-17.1% |
| Admin fee / account holder | $11,082 | $7,953+39.3% | $12,993-14.7% | $6,925+60.0% |