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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 | $140,271 | $96,136+45.9% | $135,987+3.2% | $80,925+73.3% |
| Participation rate | 44.2% | 71.2%-27.0pp | 76.4%-32.3pp | 67.7%-23.5pp |
| Annual return | 8.39% | 28.70%-20.3pp | 580.01%-571.6pp | 35.65%-27.3pp |
| Employer contribution / active EE | $430 | $3,350-87.2% | $4,214-89.8% | $2,756-84.4% |
| Participant deferral / active EE | $3,841 | $5,706-32.7% | $7,027-45.3% | $4,299-10.6% |
| Admin fee / account holder | $21,702 | $8,236+163.5% | $6,716+223.2% | $6,940+212.7% |