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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 | $118,888 | $58,493+103.2% | $84,021+41.5% | $72,975+62.9% |
| Participation rate | 65.9% | 61.2%+4.7pp | 69.0%-3.1pp | 69.5%-3.6pp |
| Annual return | 15.82% | 28.93%-13.1pp | 71.32%-55.5pp | 81.01%-65.2pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,877 | $2,394-21.6% | $3,239-42.1% | $3,608-48.0% |
| Admin fee / account holder | $7,557 | $4,569+65.4% | $6,102+23.9% | $5,124+47.5% |