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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 | $108,306 | $102,422+5.7% | $147,117-26.4% | $80,959+33.8% |
| Participation rate | 55.9% | 75.9%-20.0pp | 82.2%-26.3pp | 67.7%-11.8pp |
| Annual return | 9.61% | 135.16%-125.5pp | 420.54%-410.9pp | 35.67%-26.1pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,843 | $6,652-42.2% | $8,065-52.4% | $4,300-10.6% |
| Admin fee / account holder | $20,417 | $7,953+156.7% | $12,993+57.1% | $6,925+194.8% |