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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 | $108,026 | $54,757+97.3% | $90,300+19.6% | $72,983+48.0% |
| Participation rate | 54.7% | 65.1%-10.5pp | 73.3%-18.6pp | 69.5%-14.8pp |
| Annual return | -0.60% | 30.63%-31.2pp | 78.11%-78.7pp | 81.01%-81.6pp |
| Employer contribution / active EE | $184 | $2,092-91.2% | $2,854-93.6% | $2,440-92.5% |
| Participant deferral / active EE | $2,403 | $2,887-16.7% | $3,884-38.1% | $3,608-33.4% |
| Admin fee / account holder | $6,758 | $3,972+70.1% | $5,353+26.2% | $5,124+31.9% |