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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 | $93,429 | $56,544+65.2% | $75,501+23.7% | $70,126+33.2% |
| Participation rate | 42.6% | 68.1%-25.5pp | 72.4%-29.7pp | 69.5%-26.9pp |
| Annual return | 12.02% | 23.59%-11.6pp | 27.35%-15.3pp | 73.15%-61.1pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,728 | $2,580-33.0% | $3,142-45.0% | $3,332-48.1% |
| Admin fee / account holder | $702 | $3,827-81.6% | $5,801-87.9% | $4,645-84.9% |