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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 | $104,963 | $102,422+2.5% | $147,117-28.7% | $80,959+29.6% |
| Participation rate | 59.0% | 75.9%-16.9pp | 82.2%-23.2pp | 67.7%-8.7pp |
| Annual return | 11.34% | 135.16%-123.8pp | 420.54%-409.2pp | 35.67%-24.3pp |
| Employer contribution / active EE | $743 | $3,717-80.0% | $4,932-84.9% | $2,757-73.1% |
| Participant deferral / active EE | $6,405 | $6,652-3.7% | $8,065-20.6% | $4,300+49.0% |
| Admin fee / account holder | $849 | $7,953-89.3% | $12,993-93.5% | $6,925-87.7% |