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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 | $88,367 | $55,902+58.1% | $76,030+16.2% | $80,959+9.2% |
| Participation rate | 43.0% | 62.1%-19.1pp | 69.1%-26.1pp | 67.7%-24.7pp |
| Annual return | 9.39% | 20.59%-11.2pp | 361.54%-352.1pp | 35.67%-26.3pp |
| Employer contribution / active EE | $4 | $1,867-99.8% | $2,688-99.8% | $2,757-99.8% |
| Participant deferral / active EE | $4,893 | $3,051+60.4% | $4,257+14.9% | $4,300+13.8% |
| Admin fee / account holder | $6,723 | $5,239+28.3% | $6,421+4.7% | $6,925-2.9% |