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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 | $138,052 | $89,370+54.5% | $141,197-2.2% | $72,976+89.2% |
| Participation rate | 48.4% | 75.1%-26.7pp | 82.5%-34.1pp | 69.5%-21.1pp |
| Annual return | 17.34% | 111.88%-94.5pp | 71.41%-54.1pp | 81.02%-63.7pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,365 | $5,419-19.5% | $6,710-35.0% | $3,608+21.0% |
| Admin fee / account holder | $37,105 | $5,957+522.9% | $10,265+261.5% | $5,124+624.1% |