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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 | $85,695 | $64,359+33.2% | $90,161-5.0% | $70,126+22.2% |
| Participation rate | 22.1% | 70.4%-48.4pp | 76.9%-54.8pp | 69.5%-47.5pp |
| Annual return | 13.55% | 28.13%-14.6pp | 34.89%-21.3pp | 73.15%-59.6pp |
| Employer contribution / active EE | $1 | $2,046-99.9% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,858 | $4,389-57.7% | $5,287-64.9% | $3,332-44.2% |
| Admin fee / account holder | $20,640 | $3,945+423.2% | $5,943+247.3% | $4,645+344.3% |