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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 | $164,442 | $117,846+39.5% | $102,434+60.5% | $145,884+12.7% |
| Participation rate | 38.1% | 78.6%-40.5pp | 76.5%-38.4pp | 80.3%-42.2pp |
| Annual return | 7.25% | 31.90%-24.6pp | 29.46%-22.2pp | 551.85%-544.6pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,932 | $5,733-66.3% | $5,055-61.8% | $6,690-71.1% |
| Admin fee / account holder | $60,485 | $13,356+352.9% | $9,462+539.2% | $13,392+351.7% |