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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 | $204,437 | $58,311+250.6% | $81,882+149.7% | $80,959+152.5% |
| Participation rate | 3.8% | 63.5%-59.7pp | 72.4%-68.6pp | 67.7%-63.9pp |
| Annual return | 7.72% | 41.85%-34.1pp | 779.47%-771.8pp | 35.67%-28.0pp |
| Employer contribution / active EE | $117 | $2,347-95.0% | $2,916-96.0% | $2,757-95.8% |
| Participant deferral / active EE | $822 | $3,287-75.0% | $4,323-81.0% | $4,300-80.9% |
| Admin fee / account holder | $3,113 | $4,752-34.5% | $7,360-57.7% | $6,925-55.0% |