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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 | $124,484 | $78,425+58.7% | $95,956+29.7% | $79,858+55.9% |
| Participation rate | 53.8% | 73.5%-19.6pp | 77.1%-23.2pp | 69.6%-15.8pp |
| Annual return | 6.65% | 19.37%-12.7pp | 91.63%-85.0pp | 31.72%-25.1pp |
| Employer contribution / active EE | $430 | $1,945-77.9% | $2,541-83.1% | $2,471-82.6% |
| Participant deferral / active EE | $4,852 | $3,440+41.0% | $4,167+16.4% | $3,740+29.7% |
| Admin fee / account holder | $67,768 | $5,622+1105.4% | $6,797+897.1% | $5,306+1177.2% |