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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 | $81,803 | $102,393-20.1% | $147,041-44.4% | $80,911+1.1% |
| Participation rate | 62.5% | 75.9%-13.4pp | 82.2%-19.7pp | 67.6%-5.1pp |
| Annual return | 9.94% | 134.95%-125.0pp | 419.21%-409.3pp | 35.63%-25.7pp |
| Employer contribution / active EE | $776 | $3,715-79.1% | $4,935-84.3% | $2,756-71.8% |
| Participant deferral / active EE | $2,749 | $6,647-58.6% | $8,071-65.9% | $4,297-36.0% |
| Admin fee / account holder | $2,544 | $7,943-68.0% | $13,006-80.4% | $6,935-63.3% |