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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 | $99,638 | $76,834+29.7% | $108,359-8.0% | $87,485+13.9% |
| Participation rate | 55.6% | 61.7%-6.2pp | 70.1%-14.6pp | 68.9%-13.4pp |
| Annual return | 10.03% | 19.09%-9.1pp | 36.89%-26.9pp | 26.06%-16.0pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,088 | $3,100+31.9% | $4,137-1.2% | $4,274-4.3% |
| Admin fee / account holder | $68,705 | $6,537+951.0% | $9,741+605.3% | $7,775+783.7% |