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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 | $160,613 | $106,864+50.3% | $147,318+9.0% | $82,637+94.4% |
| Participation rate | 43.2% | 75.5%-32.3pp | 82.1%-38.8pp | 68.1%-24.8pp |
| Annual return | 11.19% | 27.49%-16.3pp | 70.43%-59.2pp | 53.51%-42.3pp |
| Employer contribution / active EE | $367 | $3,417-89.2% | $4,593-92.0% | $2,552-85.6% |
| Participant deferral / active EE | $3,696 | $6,496-43.1% | $7,906-53.2% | $4,126-10.4% |
| Admin fee / account holder | $13,358 | $8,415+58.7% | $13,708-2.6% | $7,339+82.0% |