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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 | $90,226 | $60,442+49.3% | $96,754-6.7% | $87,485+3.1% |
| Participation rate | 31.1% | 58.7%-27.6pp | 70.3%-39.2pp | 68.9%-37.8pp |
| Annual return | 8.25% | 21.97%-13.7pp | 82.04%-73.8pp | 26.06%-17.8pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,454 | $3,280-25.2% | $4,758-48.4% | $4,274-42.6% |
| Admin fee / account holder | $33,178 | $5,069+554.5% | $8,905+272.6% | $7,775+326.7% |