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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 | $140,039 | $117,829+18.8% | $102,423+36.7% | $145,877-4.0% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 8.21% | 31.83%-23.6pp | 29.42%-21.2pp | 551.28%-543.1pp |
| Employer contribution / active EE | $638 | $3,615-82.3% | $3,023-78.9% | $4,663-86.3% |
| Participant deferral / active EE | $2,553 | $5,732-55.5% | $5,054-49.5% | $6,691-61.8% |
| Admin fee / account holder | $1,703 | $13,335-87.2% | $9,455-82.0% | $13,402-87.3% |