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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 | $93,926 | $64,010+46.7% | $108,359-13.3% | $64,340+46.0% |
| Participation rate | 22.9% | 49.4%-26.5pp | 70.1%-47.3pp | 55.2%-32.4pp |
| Annual return | 11.01% | 19.74%-8.7pp | 36.89%-25.9pp | 24.14%-13.1pp |
| Employer contribution / active EE | $0 | $1,029-100.0% | $2,399-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $1,790 | $2,395-25.3% | $4,137-56.7% | $2,980-39.9% |
| Admin fee / account holder | $11,727 | $4,885+140.1% | $9,741+20.4% | $3,703+216.7% |