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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 | $159,616 | $168,635-5.3% | $147,617+8.1% | $125,389+27.3% |
| Participation rate | 21.4% | 88.8%-67.3pp | 84.6%-63.2pp | 83.2%-61.8pp |
| Annual return | -4.67% | 77.65%-82.3pp | 61.98%-66.6pp | 282.24%-286.9pp |
| Employer contribution / active EE | $795 | $6,252-87.3% | $5,564-85.7% | $4,866-83.7% |
| Participant deferral / active EE | $4,330 | $5,507-21.4% | $4,895-11.5% | $5,352-19.1% |
| Admin fee / account holder | $10,232 | $13,580-24.7% | $11,612-11.9% | $9,541+7.2% |