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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 | $76,345 | $57,305+33.2% | $86,640-11.9% | $75,173+1.6% |
| Participation rate | 64.3% | 63.2%+1.1pp | 71.7%-7.4pp | 67.2%-2.9pp |
| Annual return | 13.00% | 2674.24%-2661.2pp | 592.52%-579.5pp | 160.72%-147.7pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,041 | $3,320+82.0% | $4,438+36.1% | $4,126+46.4% |
| Admin fee / account holder | $2,074 | $4,116-49.6% | $5,616-63.1% | $5,651-63.3% |