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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 | $96,101 | $78,976+21.7% | $100,383-4.3% | $74,546+28.9% |
| Participation rate | 55.5% | 79.5%-24.0pp | 81.5%-26.0pp | 67.2%-11.8pp |
| Annual return | 12.24% | 20.62%-8.4pp | 49.26%-37.0pp | 1366.03%-1353.8pp |
| Employer contribution / active EE | $0 | $3,019-100.0% | $3,944-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $3,956 | $7,758-49.0% | $8,086-51.1% | $4,347-9.0% |
| Admin fee / account holder | $3,044 | $1,330+128.9% | $7,900-61.5% | $1,944+56.6% |