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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 | $105,595 | $91,559+15.3% | $133,959-21.2% | $79,858+32.2% |
| Participation rate | 57.9% | 73.3%-15.5pp | 79.8%-21.9pp | 69.6%-11.7pp |
| Annual return | 4.71% | 61.85%-57.1pp | 45.09%-40.4pp | 31.72%-27.0pp |
| Employer contribution / active EE | $377 | $2,384-84.2% | $3,919-90.4% | $2,471-84.7% |
| Participant deferral / active EE | $3,365 | $3,734-9.9% | $5,047-33.3% | $3,740-10.0% |
| Admin fee / account holder | $2,768 | $6,321-56.2% | $8,928-69.0% | $5,306-47.8% |