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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 | $136,870 | $102,429+33.6% | $147,096-7.0% | $80,925+69.1% |
| Participation rate | 58.6% | 75.9%-17.2pp | 82.2%-23.6pp | 67.7%-9.0pp |
| Annual return | 11.28% | 135.02%-123.7pp | 419.75%-408.5pp | 35.65%-24.4pp |
| Employer contribution / active EE | $648 | $3,716-82.6% | $4,936-86.9% | $2,756-76.5% |
| Participant deferral / active EE | $3,608 | $6,649-45.7% | $8,071-55.3% | $4,299-16.1% |
| Admin fee / account holder | $16,238 | $7,957+104.1% | $13,005+24.9% | $6,940+134.0% |