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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 | $145,064 | $79,189+83.2% | $102,457+41.6% | $74,400+95.0% |
| Participation rate | 21.9% | 74.8%-52.9pp | 76.5%-54.6pp | 67.2%-45.3pp |
| Annual return | 8.52% | 54.98%-46.5pp | 29.41%-20.9pp | 1367.51%-1359.0pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,022-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $2,418 | $4,415-45.2% | $5,054-52.2% | $4,348-44.4% |
| Admin fee / account holder | $18,339 | $2,002+816.0% | $9,451+94.0% | $1,944+843.6% |