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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 | $135,085 | $59,440+127.3% | $78,004+73.2% | $82,637+63.5% |
| Participation rate | 37.9% | 62.8%-24.9pp | 69.4%-31.5pp | 68.1%-30.1pp |
| Annual return | 11.16% | 40.24%-29.1pp | 31.07%-19.9pp | 53.51%-42.3pp |
| Employer contribution / active EE | $0 | $1,750-100.0% | $2,469-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,381 | $3,138-56.0% | $4,092-66.3% | $4,126-66.5% |
| Admin fee / account holder | $6,079 | $5,504+10.4% | $7,578-19.8% | $7,339-17.2% |