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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 | $140,052 | $65,703+113.2% | $94,228+48.6% | $59,633+134.9% |
| Participation rate | 51.4% | 72.1%-20.7pp | 78.8%-27.3pp | 68.7%-17.2pp |
| Annual return | -2.57% | 5.22%-7.8pp | 10.68%-13.3pp | 2041.40%-2044.0pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,139 | $3,143-0.1% | $4,320-27.3% | $3,192-1.6% |
| Admin fee / account holder | $38,280 | $4,264+797.7% | $6,269+510.6% | $4,297+790.8% |