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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 | $128,422 | $150,346-14.6% | $120,524+6.6% | $145,877-12.0% |
| Participation rate | 42.9% | 78.8%-35.9pp | 71.9%-29.1pp | 80.3%-37.4pp |
| Annual return | 6.18% | 154.40%-148.2pp | 107.36%-101.2pp | 551.28%-545.1pp |
| Employer contribution / active EE | $666 | $4,353-84.7% | $3,469-80.8% | $4,663-85.7% |
| Participant deferral / active EE | $1,996 | $6,172-67.7% | $4,994-60.0% | $6,691-70.2% |
| Admin fee / account holder | $9,324 | $12,215-23.7% | $9,440-1.2% | $13,402-30.4% |