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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 | $95,258 | $48,364+97.0% | $71,796+32.7% | $62,881+51.5% |
| Participation rate | 61.1% | 60.6%+0.5pp | 69.1%-8.0pp | 69.3%-8.2pp |
| Annual return | 3.31% | 13.16%-9.8pp | 78.04%-74.7pp | 20.14%-16.8pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,793 | $2,091+33.6% | $2,7940% | $3,203-12.8% |
| Admin fee / account holder | $1,630 | $3,771-56.8% | $4,815-66.1% | $4,296-62.0% |