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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 | $119,660 | $110,137+8.6% | $161,149-25.7% | $82,637+44.8% |
| Participation rate | 63.0% | 72.4%-9.4pp | 78.8%-15.9pp | 68.1%-5.1pp |
| Annual return | 12.22% | 20.69%-8.5pp | 21.16%-8.9pp | 53.51%-41.3pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,360-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,864 | $4,575+6.3% | $6,153-20.9% | $4,126+17.9% |
| Admin fee / account holder | $17,042 | $9,467+80.0% | $15,194+12.2% | $7,339+132.2% |