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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 | $58,848+53.3% | $88,179+2.3% | $82,637+9.2% |
| Participation rate | 31.1% | 57.9%-26.8pp | 69.1%-38.0pp | 68.1%-36.9pp |
| Annual return | 8.25% | 22.76%-14.5pp | 64.97%-56.7pp | 53.51%-45.3pp |
| Employer contribution / active EE | $0 | $1,678-100.0% | $2,549-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,454 | $3,124-21.4% | $4,614-46.8% | $4,126-40.5% |
| Admin fee / account holder | $33,178 | $4,795+591.9% | $7,673+332.4% | $7,339+352.1% |