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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 | $64,920+93.3% | $103,693+21.0% | $86,983+44.3% |
| Participation rate | 31.6% | 63.6%-32.0pp | 72.6%-41.1pp | 69.5%-38.0pp |
| Annual return | 5.33% | 30.29%-25.0pp | 47.61%-42.3pp | 25.83%-20.5pp |
| Employer contribution / active EE | $0 | $2,141-100.0% | $2,920-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,647 | $3,241-18.3% | $4,579-42.2% | $4,194-36.9% |
| Admin fee / account holder | $24,727 | $6,191+299.4% | $7,858+214.7% | $7,856+214.8% |