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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 | $146,957 | $102,393+43.5% | $147,041-0.1% | $80,911+81.6% |
| Participation rate | 15.5% | 75.9%-60.3pp | 82.2%-66.7pp | 67.6%-52.1pp |
| Annual return | 11.72% | 134.95%-123.2pp | 419.21%-407.5pp | 35.63%-23.9pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,527 | $6,647-46.9% | $8,071-56.3% | $4,297-17.9% |
| Admin fee / account holder | $28,765 | $7,943+262.1% | $13,006+121.2% | $6,935+314.8% |