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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 | $141,727 | $71,215+99.0% | $93,696+51.3% | $80,935+75.1% |
| Participation rate | 42.3% | 60.4%-18.1pp | 68.7%-26.4pp | 67.7%-25.4pp |
| Annual return | 9.82% | 11.27%-1.4pp | 133.74%-123.9pp | 35.66%-25.8pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,849 | $4,037-54.2% | $4,417-58.1% | $4,299-57.0% |
| Admin fee / account holder | $16,145 | $6,958+132.0% | $8,287+94.8% | $6,924+133.2% |