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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 | $214,728 | $88,710+142.1% | $81,783+162.6% | $145,959+47.1% |
| Participation rate | 12.5% | 75.0%-62.5pp | 72.4%-59.9pp | 80.3%-67.8pp |
| Annual return | 3.51% | 1027.26%-1023.7pp | 775.05%-771.5pp | 561.95%-558.4pp |
| Employer contribution / active EE | $241 | $3,083-92.2% | $2,913-91.7% | $4,661-94.8% |
| Participant deferral / active EE | $1,664 | $4,645-64.2% | $4,320-61.5% | $6,689-75.1% |
| Admin fee / account holder | $967 | $8,407-88.5% | $7,380-86.9% | $13,398-92.8% |