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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 | $132,986 | $105,200+26.4% | $159,474-16.6% | $85,847+54.9% |
| Participation rate | 66.7% | 75.8%-9.1pp | 82.8%-16.2pp | 69.3%-2.7pp |
| Annual return | 11.14% | 45.08%-33.9pp | 263.68%-252.5pp | 318.61%-307.5pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,749 | $5,946-53.8% | $7,353-62.6% | $3,952-30.5% |
| Admin fee / account holder | $38,113 | $6,934+449.6% | $10,802+252.8% | $6,261+508.8% |