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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 | $76,895 | $63,703+20.7% | $93,063-17.4% | $82,448-6.7% |
| Participation rate | 48.7% | 63.8%-15.1pp | 72.1%-23.4pp | 68.1%-19.3pp |
| Annual return | 10.52% | -775.43%+786.0pp | 34.15%-23.6pp | 41.64%-31.1pp |
| Employer contribution / active EE | $324 | $1,729-81.3% | $2,476-86.9% | $2,551-87.3% |
| Participant deferral / active EE | $834 | $2,919-71.4% | $3,958-78.9% | $4,139-79.9% |
| Admin fee / account holder | $71,238 | $5,982+1090.8% | $6,033+1080.8% | $7,234+884.7% |