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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 | $95,518 | $42,546+124.5% | $71,796+33.0% | $55,167+73.1% |
| Participation rate | 15.7% | 59.1%-43.4pp | 69.1%-53.4pp | 69.0%-53.3pp |
| Annual return | 3.51% | 12.36%-8.9pp | 78.04%-74.5pp | 169.23%-165.7pp |
| Employer contribution / active EE | $173 | $803-78.5% | $1,924-91.0% | $1,963-91.2% |
| Participant deferral / active EE | $1,437 | $2,064-30.4% | $2,794-48.6% | $3,054-53.0% |
| Admin fee / account holder | $12,986 | $650+1898.9% | $4,815+169.7% | $504+2477.0% |