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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 | $120,881 | $96,678+25.0% | $86,640+39.5% | $139,466-13.3% |
| Participation rate | 46.2% | 74.4%-28.3pp | 71.7%-25.6pp | 80.3%-34.2pp |
| Annual return | 8.62% | 106.69%-98.1pp | 592.52%-583.9pp | 373.66%-365.0pp |
| Employer contribution / active EE | $241 | $3,265-92.6% | $3,024-92.0% | $4,754-94.9% |
| Participant deferral / active EE | $1,338 | $4,837-72.3% | $4,438-69.8% | $6,712-80.1% |
| Admin fee / account holder | $5,547 | $6,410-13.5% | $5,616-1.2% | $11,409-51.4% |