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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 | $82,165 | $58,311+40.9% | $81,882+0.3% | $80,959+1.5% |
| Participation rate | 41.7% | 63.5%-21.8pp | 72.4%-30.7pp | 67.7%-26.0pp |
| Annual return | 9.42% | 41.85%-32.4pp | 779.47%-770.1pp | 35.67%-26.3pp |
| Employer contribution / active EE | $221 | $2,347-90.6% | $2,916-92.4% | $2,757-92.0% |
| Participant deferral / active EE | $1,929 | $3,287-41.3% | $4,323-55.4% | $4,300-55.1% |
| Admin fee / account holder | $19,314 | $4,752+306.4% | $7,360+162.4% | $6,925+178.9% |