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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 | $83,115 | $81,476+2.0% | $102,383-18.8% | $80,925+2.7% |
| Participation rate | 39.5% | 66.8%-27.4pp | 74.5%-35.0pp | 67.7%-28.2pp |
| Annual return | 8.93% | 25.59%-16.7pp | 24.94%-16.0pp | 35.65%-26.7pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,123 | $3,871+6.5% | $5,060-18.5% | $4,299-4.1% |
| Admin fee / account holder | $4,061 | $6,717-39.6% | $8,391-51.6% | $6,940-41.5% |