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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 | $77,701 | $63,346+22.7% | $92,240-15.8% | $70,126+10.8% |
| Participation rate | 53.2% | 68.7%-15.4pp | 76.5%-23.3pp | 69.5%-16.3pp |
| Annual return | 12.38% | 530.19%-517.8pp | 176.29%-163.9pp | 73.15%-60.8pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,750 | $2,854-3.6% | $3,897-29.4% | $3,332-17.5% |
| Admin fee / account holder | $14,493 | $3,841+277.3% | $5,194+179.0% | $4,645+212.0% |