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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 | $128,599 | $87,060+47.7% | $105,591+21.8% | $80,911+58.9% |
| Participation rate | 32.3% | 70.4%-38.2pp | 75.3%-43.0pp | 67.6%-35.4pp |
| Annual return | 9.71% | 17.05%-7.3pp | 116.43%-106.7pp | 35.63%-25.9pp |
| Employer contribution / active EE | $541 | $2,396-77.4% | $3,166-82.9% | $2,756-80.4% |
| Participant deferral / active EE | $2,156 | $3,986-45.9% | $5,008-57.0% | $4,297-49.8% |
| Admin fee / account holder | $6,856 | $8,442-18.8% | $11,024-37.8% | $6,935-1.1% |