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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 | $114,180 | $72,492+57.5% | $87,102+31.1% | $72,983+56.4% |
| Participation rate | 24.1% | 72.8%-48.7pp | 76.9%-52.7pp | 69.5%-45.3pp |
| Annual return | 15.48% | 24.46%-9.0pp | 28.19%-12.7pp | 81.01%-65.5pp |
| Employer contribution / active EE | $247 | $1,894-87.0% | $2,521-90.2% | $2,440-89.9% |
| Participant deferral / active EE | $2,470 | $3,270-24.4% | $4,048-39.0% | $3,608-31.5% |
| Admin fee / account holder | $4,546 | $5,055-10.1% | $7,491-39.3% | $5,124-11.3% |