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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 | $111,521 | $57,541+93.8% | $95,740+16.5% | $75,173+48.4% |
| Participation rate | 59.0% | 62.5%-3.5pp | 72.3%-13.3pp | 67.2%-8.2pp |
| Annual return | 9.97% | 34.93%-25.0pp | 28.41%-18.4pp | 160.72%-150.8pp |
| Employer contribution / active EE | $0 | $1,808-100.0% | $2,836-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,417 | $3,074+11.1% | $4,244-19.5% | $4,126-17.2% |
| Admin fee / account holder | $36,280 | $4,099+785.2% | $5,676+539.1% | $5,651+542.1% |