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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 | $143,142 | $117,829+21.5% | $102,423+39.8% | $145,877-1.9% |
| Participation rate | 33.3% | 78.6%-45.3pp | 76.5%-43.2pp | 80.3%-47.0pp |
| Annual return | 0.32% | 31.83%-31.5pp | 29.42%-29.1pp | 551.28%-551.0pp |
| Employer contribution / active EE | $641 | $3,615-82.3% | $3,023-78.8% | $4,663-86.2% |
| Participant deferral / active EE | $6,413 | $5,732+11.9% | $5,054+26.9% | $6,691-4.1% |
| Admin fee / account holder | $3,027 | $13,335-77.3% | $9,455-68.0% | $13,402-77.4% |