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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 | $129,149 | $156,398-17.4% | $147,318-12.3% | $138,895-7.0% |
| Participation rate | 42.1% | 83.8%-41.7pp | 82.1%-40.0pp | 79.9%-37.8pp |
| Annual return | 11.74% | 78.75%-67.0pp | 70.43%-58.7pp | 145.39%-133.7pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,500 | $8,237-69.6% | $7,906-68.4% | $6,396-60.9% |
| Admin fee / account holder | $77,287 | $14,976+416.1% | $13,708+463.8% | $12,562+515.2% |