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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 | $181,932 | $87,059+109.0% | $105,608+72.3% | $80,925+124.8% |
| Participation rate | 48.4% | 70.4%-22.1pp | 75.3%-26.9pp | 67.7%-19.3pp |
| Annual return | 9.67% | 17.05%-7.4pp | 116.50%-106.8pp | 35.65%-26.0pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,167-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,021 | $3,986-24.2% | $5,010-39.7% | $4,299-29.7% |
| Admin fee / account holder | $4,539 | $8,443-46.2% | $11,028-58.8% | $6,940-34.6% |