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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 | $107,628 | $65,555+64.2% | $86,216+24.8% | $75,173+43.2% |
| Participation rate | 29.4% | 60.5%-31.1pp | 69.0%-39.5pp | 67.2%-37.8pp |
| Annual return | 12.22% | 46.07%-33.8pp | 1169.42%-1157.2pp | 160.72%-148.5pp |
| Employer contribution / active EE | $7 | $1,553-99.5% | $2,382-99.7% | $2,671-99.7% |
| Participant deferral / active EE | $1,496 | $3,023-50.5% | $3,986-62.5% | $4,126-63.7% |
| Admin fee / account holder | $1,174 | $5,469-78.5% | $6,853-82.9% | $5,651-79.2% |