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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 | $126,909 | $80,992+56.7% | $96,534+31.5% | $75,173+68.8% |
| Participation rate | 67.2% | 71.8%-4.6pp | 76.0%-8.8pp | 67.2%0pp |
| Annual return | 11.09% | 27.05%-16.0pp | 25.88%-14.8pp | 160.72%-149.6pp |
| Employer contribution / active EE | $371 | $2,283-83.8% | $2,965-87.5% | $2,671-86.1% |
| Participant deferral / active EE | $3,332 | $3,929-15.2% | $4,851-31.3% | $4,126-19.2% |
| Admin fee / account holder | $9,196 | $6,717+36.9% | $8,253+11.4% | $5,651+62.7% |