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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 | $134,209 | $65,027+106.4% | $90,970+47.5% | $79,852+68.1% |
| Participation rate | 34.0% | 61.6%-27.6pp | 69.0%-35.0pp | 69.6%-35.6pp |
| Annual return | 7.47% | 30.45%-23.0pp | 134.58%-127.1pp | 31.72%-24.2pp |
| Employer contribution / active EE | $12 | $1,247-99.1% | $2,122-99.4% | $2,471-99.5% |
| Participant deferral / active EE | $1,946 | $2,512-22.5% | $3,373-42.3% | $3,740-48.0% |
| Admin fee / account holder | $15,450 | $4,535+240.7% | $5,960+159.2% | $5,306+191.2% |