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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 | $101,703 | $65,367+55.6% | $92,915+9.5% | $72,976+39.4% |
| Participation rate | 23.3% | 68.3%-45.0pp | 76.0%-52.7pp | 69.5%-46.2pp |
| Annual return | 12.68% | 42.11%-29.4pp | 109.45%-96.8pp | 81.02%-68.3pp |
| Employer contribution / active EE | $200 | $2,594-92.3% | $3,653-94.5% | $2,440-91.8% |
| Participant deferral / active EE | $1,641 | $3,128-47.5% | $4,238-61.3% | $3,608-54.5% |
| Admin fee / account holder | $4,657 | $4,251+9.5% | $5,796-19.7% | $5,124-9.1% |