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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 | $89,857 | $52,450+71.3% | $129,397-30.6% | $74,429+20.7% |
| Participation rate | 18.5% | 53.8%-35.4pp | 69.6%-51.2pp | 67.2%-48.8pp |
| Annual return | 10.06% | 15.65%-5.6pp | 9453.98%-9443.9pp | 1368.38%-1358.3pp |
| Employer contribution / active EE | $122 | $1,532-92.1% | $4,154-97.1% | $2,625-95.4% |
| Participant deferral / active EE | $1,114 | $2,797-60.2% | $4,167-73.3% | $4,348-74.4% |
| Admin fee / account holder | $8,932 | $2,636+238.9% | $7,679+16.3% | $1,944+359.4% |