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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 | $121,804 | $84,953+43.4% | $163,379-25.4% | $82,637+47.4% |
| Participation rate | 48.1% | 65.9%-17.8pp | 76.8%-28.7pp | 68.1%-19.9pp |
| Annual return | 11.51% | 23.07%-11.6pp | 63.41%-51.9pp | 53.51%-42.0pp |
| Employer contribution / active EE | $0 | $2,183-100.0% | $3,752-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,240 | $4,326-48.2% | $6,282-64.3% | $4,126-45.7% |
| Admin fee / account holder | $2,538 | $7,921-68.0% | $9,818-74.2% | $7,339-65.4% |