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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 | $116,006 | $45,082+157.3% | $69,464+67.0% | $72,975+59.0% |
| Participation rate | 64.9% | 68.5%-3.6pp | 74.6%-9.7pp | 69.5%-4.6pp |
| Annual return | 4.14% | 22.66%-18.5pp | 28.98%-24.8pp | 81.01%-76.9pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,208 | $2,604+23.2% | $3,536-9.3% | $3,608-11.1% |
| Admin fee / account holder | $13,189 | $3,057+331.4% | $3,840+243.4% | $5,124+157.4% |