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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 | $101,095 | $88,672+14.0% | $105,223-3.9% | $82,448+22.6% |
| Participation rate | 62.5% | 67.9%-5.4pp | 75.0%-12.5pp | 68.1%-5.6pp |
| Annual return | 11.74% | 30.86%-19.1pp | 180.65%-168.9pp | 41.64%-29.9pp |
| Employer contribution / active EE | $380 | $3,048-87.5% | $3,689-89.7% | $2,551-85.1% |
| Participant deferral / active EE | $2,532 | $4,036-37.3% | $5,072-50.1% | $4,139-38.8% |
| Admin fee / account holder | $15,148 | $7,146+112.0% | $8,859+71.0% | $7,234+109.4% |