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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 | $138,059 | $86,940+58.8% | $102,434+34.8% | $80,935+70.6% |
| Participation rate | 31.6% | 72.4%-40.8pp | 76.5%-44.9pp | 67.7%-36.1pp |
| Annual return | 6.11% | 18.89%-12.8pp | 29.46%-23.3pp | 35.66%-29.6pp |
| Employer contribution / active EE | $690 | $2,370-70.9% | $3,023-77.2% | $2,757-75.0% |
| Participant deferral / active EE | $2,407 | $4,121-41.6% | $5,055-52.4% | $4,299-44.0% |
| Admin fee / account holder | $1,604 | $8,047-80.1% | $9,462-83.0% | $6,924-76.8% |