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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 | $129,086 | $124,425+3.7% | $112,040+15.2% | $137,256-6.0% |
| Participation rate | 28.6% | 79.3%-50.7pp | 76.5%-47.9pp | 80.0%-51.4pp |
| Annual return | 6.02% | 24.72%-18.7pp | 24.52%-18.5pp | 220.34%-214.3pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,378 | $5,718-58.4% | $5,098-53.3% | $6,407-62.9% |
| Admin fee / account holder | $160,505 | $15,207+955.5% | $12,098+1226.7% | $12,270+1208.1% |