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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 | $110,673 | $106,524+3.9% | $152,301-27.3% | $87,485+26.5% |
| Participation rate | 39.7% | 75.8%-36.1pp | 82.4%-42.8pp | 68.9%-29.2pp |
| Annual return | 13.15% | 26.89%-13.7pp | 80.50%-67.4pp | 26.06%-12.9pp |
| Employer contribution / active EE | $521 | $3,371-84.5% | $4,624-88.7% | $2,596-79.9% |
| Participant deferral / active EE | $3,110 | $6,525-52.3% | $8,004-61.1% | $4,274-27.2% |
| Admin fee / account holder | $9,818 | $8,287+18.5% | $14,398-31.8% | $7,775+26.3% |