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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 | $82,444 | $59,456+38.7% | $93,681-12.0% | $74,400+10.8% |
| Participation rate | 20.1% | 59.6%-39.6pp | 68.7%-48.6pp | 67.2%-47.1pp |
| Annual return | 10.14% | 82.00%-71.9pp | 133.47%-123.3pp | 1367.51%-1357.4pp |
| Employer contribution / active EE | $185 | $1,266-85.4% | $2,422-92.4% | $2,624-93.0% |
| Participant deferral / active EE | $1,841 | $3,052-39.7% | $4,415-58.3% | $4,348-57.7% |
| Admin fee / account holder | $31,369 | $3,026+936.7% | $8,290+278.4% | $1,944+1514.0% |