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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 | $119,556 | $77,896+53.5% | $134,172-10.9% | $82,448+45.0% |
| Participation rate | 37.9% | 62.8%-24.9pp | 72.5%-34.5pp | 68.1%-30.1pp |
| Annual return | 11.45% | 18.21%-6.8pp | 25.30%-13.8pp | 41.64%-30.2pp |
| Employer contribution / active EE | $498 | $2,159-77.0% | $3,420-85.4% | $2,551-80.5% |
| Participant deferral / active EE | $1,779 | $3,162-43.7% | $4,690-62.1% | $4,139-57.0% |
| Admin fee / account holder | $2,085 | $6,336-67.1% | $12,016-82.6% | $7,234-71.2% |