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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 | $146,954 | $100,970+45.5% | $96,576+52.2% | $137,256+7.1% |
| Participation rate | 54.5% | 82.6%-28.1pp | 81.4%-26.9pp | 80.0%-25.4pp |
| Annual return | 12.04% | 38.16%-26.1pp | 38.47%-26.4pp | 220.34%-208.3pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,604 | $8,286-56.5% | $7,956-54.7% | $6,407-43.8% |
| Admin fee / account holder | $811 | $11,312-92.8% | $11,381-92.9% | $12,270-93.4% |