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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 | $181,735 | $84,953+113.9% | $163,379+11.2% | $82,637+119.9% |
| Participation rate | 43.8% | 65.9%-22.2pp | 76.8%-33.1pp | 68.1%-24.3pp |
| Annual return | 11.79% | 23.07%-11.3pp | 63.41%-51.6pp | 53.51%-41.7pp |
| Employer contribution / active EE | $257 | $2,183-88.2% | $3,752-93.1% | $2,552-89.9% |
| Participant deferral / active EE | $3,028 | $4,326-30.0% | $6,282-51.8% | $4,126-26.6% |
| Admin fee / account holder | $49,181 | $7,921+520.9% | $9,818+400.9% | $7,339+570.2% |