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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 | $127,489 | $112,729+13.1% | $98,716+29.1% | $137,256-7.1% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.3%-36.0pp | 80.0%-46.6pp |
| Annual return | 6.94% | 38.48%-31.5pp | 31.81%-24.9pp | 220.34%-213.4pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,569 | $4,640-44.6% | $4,048-36.5% | $6,407-59.9% |
| Admin fee / account holder | $20,496 | $10,129+102.4% | $8,703+135.5% | $12,270+67.0% |