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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 | $88,831 | $48,364+83.7% | $71,796+23.7% | $62,881+41.3% |
| Participation rate | 44.4% | 60.6%-16.2pp | 69.1%-24.7pp | 69.3%-24.9pp |
| Annual return | -3.70% | 13.16%-16.9pp | 78.04%-81.7pp | 20.14%-23.8pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,596 | $2,091+24.2% | $2,794-7.1% | $3,203-18.9% |
| Admin fee / account holder | $9,077 | $3,771+140.7% | $4,815+88.5% | $4,296+111.3% |