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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 | $231,721 | $80,992+186.1% | $96,534+140.0% | $75,173+208.3% |
| Participation rate | 57.7% | 71.8%-14.1pp | 76.0%-18.3pp | 67.2%-9.5pp |
| Annual return | -5.50% | 27.05%-32.6pp | 25.88%-31.4pp | 160.72%-166.2pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,336 | $3,929+35.8% | $4,851+10.0% | $4,126+29.3% |
| Admin fee / account holder | $26,686 | $6,717+297.3% | $8,253+223.3% | $5,651+372.3% |