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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 | $79,375 | $70,587+12.4% | $124,693-36.3% | $85,856-7.5% |
| Participation rate | 60.0% | 64.4%-4.4pp | 74.6%-14.6pp | 69.3%-9.3pp |
| Annual return | 10.07% | 20688.83%-20678.8pp | 5144.19%-5134.1pp | 318.58%-308.5pp |
| Employer contribution / active EE | $0 | $1,913-100.0% | $3,324-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,788 | $2,969-6.1% | $4,615-39.6% | $3,952-29.5% |
| Admin fee / account holder | $9,616 | $5,282+82.0% | $7,494+28.3% | $6,261+53.6% |