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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 | $128,375 | $72,272+77.6% | $101,264+26.8% | $79,858+60.8% |
| Participation rate | 46.2% | 68.5%-22.3pp | 75.8%-29.7pp | 69.6%-23.5pp |
| Annual return | 7.08% | 22.30%-15.2pp | 46.48%-39.4pp | 31.72%-24.6pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,063 | $3,282-6.7% | $4,370-29.9% | $3,740-18.1% |
| Admin fee / account holder | $8,042 | $4,401+82.8% | $5,947+35.2% | $5,306+51.6% |