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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 | $247,709 | $82,678+199.6% | $125,391+97.5% | $68,490+261.7% |
| Participation rate | 69.8% | 75.1%-5.3pp | 82.4%-12.6pp | 67.9%+1.9pp |
| Annual return | -19.56% | -5.97%-13.6pp | 572.41%-592.0pp | -7.85%-11.7pp |
| Employer contribution / active EE | $695 | $3,382-79.4% | $4,816-85.6% | $2,597-73.2% |
| Participant deferral / active EE | $8,857 | $6,111+44.9% | $7,448+18.9% | $4,028+119.9% |
| Admin fee / account holder | $1,184 | $6,277-81.1% | $10,009-88.2% | $5,403-78.1% |