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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 | $205,579 | $150,447+36.6% | $136,298+50.8% | $147,586+39.3% |
| Participation rate | 42.9% | 84.4%-41.6pp | 81.9%-39.1pp | 82.8%-40.0pp |
| Annual return | 6.56% | 1049.15%-1042.6pp | 5156.27%-5149.7pp | 578.59%-572.0pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,089 | $6,631-8.2% | $6,247-2.5% | $5,439+12.0% |
| Admin fee / account holder | $4,545 | $10,906-58.3% | $9,244-50.8% | $10,886-58.2% |