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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 | $145,937 | $69,273+110.7% | $90,796+60.7% | $82,637+76.6% |
| Participation rate | 42.9% | 64.0%-21.2pp | 69.5%-26.6pp | 68.1%-25.2pp |
| Annual return | 11.19% | 18.37%-7.2pp | 19.29%-8.1pp | 53.51%-42.3pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $2,294-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,960 | $3,047-2.9% | $3,822-22.5% | $4,126-28.3% |
| Admin fee / account holder | $3,778 | $5,511-31.4% | $7,024-46.2% | $7,339-48.5% |