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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 | $133,423 | $73,978+80.4% | $96,515+38.2% | $75,173+77.5% |
| Participation rate | 64.7% | 66.4%-1.7pp | 74.3%-9.6pp | 67.2%-2.5pp |
| Annual return | 4.28% | 26.72%-22.4pp | 35.73%-31.4pp | 160.72%-156.4pp |
| Employer contribution / active EE | $435 | $2,931-85.2% | $3,740-88.4% | $2,671-83.7% |
| Participant deferral / active EE | $3,230 | $3,660-11.8% | $4,880-33.8% | $4,126-21.7% |
| Admin fee / account holder | $15,380 | $5,219+194.7% | $6,735+128.3% | $5,651+172.2% |