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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 | $125,504 | $61,125+105.3% | $94,057+33.4% | $87,485+43.5% |
| Participation rate | 31.6% | 64.1%-32.5pp | 73.3%-41.8pp | 68.9%-37.4pp |
| Annual return | 5.33% | 35.20%-29.9pp | 480.62%-475.3pp | 26.06%-20.7pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,647 | $3,260-18.8% | $4,709-43.8% | $4,274-38.1% |
| Admin fee / account holder | $24,727 | $5,629+339.3% | $7,244+241.3% | $7,775+218.0% |