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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 | $92,423 | $85,766+7.8% | $136,298-32.2% | $70,126+31.8% |
| Participation rate | 65.4% | 74.2%-8.8pp | 81.9%-16.5pp | 69.5%-4.2pp |
| Annual return | 5.21% | 31.46%-26.2pp | 5156.27%-5151.1pp | 73.15%-67.9pp |
| Employer contribution / active EE | $367 | $2,966-87.6% | $4,696-92.2% | $2,343-84.3% |
| Participant deferral / active EE | $5,067 | $5,051+0.3% | $6,247-18.9% | $3,332+52.1% |
| Admin fee / account holder | $21,466 | $5,421+296.0% | $9,244+132.2% | $4,645+362.1% |