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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 | $110,417 | $72,273+52.8% | $101,275+9.0% | $79,856+38.3% |
| Participation rate | 28.6% | 68.5%-39.9pp | 75.8%-47.2pp | 69.6%-41.1pp |
| Annual return | 6.36% | 22.30%-15.9pp | 46.48%-40.1pp | 31.71%-25.3pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,555 | $3,282-52.6% | $4,371-64.4% | $3,741-58.4% |
| Admin fee / account holder | $22,620 | $4,401+413.9% | $5,948+280.3% | $5,306+326.3% |