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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 | $225,406 | $74,535+202.4% | $100,712+123.8% | $82,637+172.8% |
| Participation rate | 38.0% | 61.2%-23.1pp | 69.3%-31.2pp | 68.1%-30.0pp |
| Annual return | 12.43% | 18.92%-6.5pp | 33.27%-20.8pp | 53.51%-41.1pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,907 | $3,074+27.1% | $4,085-4.4% | $4,126-5.3% |
| Admin fee / account holder | $19,673 | $6,576+199.2% | $9,256+112.5% | $7,339+168.1% |