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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 | $91,781 | $79,223+15.9% | $102,460-10.4% | $74,478+23.2% |
| Participation rate | 38.8% | 74.8%-35.9pp | 76.5%-37.7pp | 67.2%-28.4pp |
| Annual return | 10.70% | 54.98%-44.3pp | 29.47%-18.8pp | 1370.56%-1359.9pp |
| Employer contribution / active EE | $736 | $2,363-68.8% | $3,025-75.7% | $2,626-72.0% |
| Participant deferral / active EE | $3,950 | $4,417-10.6% | $5,056-21.9% | $4,350-9.2% |
| Admin fee / account holder | $10,113 | $2,003+404.9% | $9,460+6.9% | $1,946+419.7% |