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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 | $140,827 | $212,386-33.7% | $199,883-29.5% | $138,895+1.4% |
| Participation rate | 33.3% | 87.4%-54.0pp | 86.8%-53.4pp | 79.9%-46.6pp |
| Annual return | 9.88% | 47.75%-37.9pp | 43.81%-33.9pp | 145.39%-135.5pp |
| Employer contribution / active EE | $1,066 | $6,625-83.9% | $6,261-83.0% | $4,194-74.6% |
| Participant deferral / active EE | $7,833 | $9,617-18.5% | $9,138-14.3% | $6,396+22.5% |
| Admin fee / account holder | $553 | $18,233-97.0% | $17,268-96.8% | $12,562-95.6% |