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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 | $117,512 | $76,551+53.5% | $123,894-5.2% | $62,881+86.9% |
| Participation rate | 68.9% | 73.0%-4.1pp | 81.4%-12.6pp | 69.3%-0.5pp |
| Annual return | 5.08% | 18.68%-13.6pp | 47.52%-42.4pp | 20.14%-15.1pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $9,601 | $4,840+98.4% | $5,984+60.4% | $3,203+199.8% |
| Admin fee / account holder | $3,420 | $4,826-29.1% | $8,357-59.1% | $4,296-20.4% |