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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 | $106,572 | $156,398-31.9% | $147,318-27.7% | $138,895-23.3% |
| Participation rate | 43.5% | 83.8%-40.3pp | 82.1%-38.6pp | 79.9%-36.4pp |
| Annual return | 12.02% | 78.75%-66.7pp | 70.43%-58.4pp | 145.39%-133.4pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $7,551 | $8,237-8.3% | $7,906-4.5% | $6,396+18.1% |
| Admin fee / account holder | $20,906 | $14,976+39.6% | $13,708+52.5% | $12,562+66.4% |