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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 | $71,553 | $58,258+22.8% | $81,820-12.5% | $80,925-11.6% |
| Participation rate | 68.0% | 63.5%+4.5pp | 72.4%-4.4pp | 67.7%+0.3pp |
| Annual return | 9.82% | 41.76%-31.9pp | 777.93%-768.1pp | 35.65%-25.8pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,595 | $3,284-21.0% | $4,323-40.0% | $4,299-39.6% |
| Admin fee / account holder | $3,856 | $4,976-22.5% | $7,391-47.8% | $6,940-44.4% |