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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 | $107,365 | $72,607+47.9% | $90,259+19.0% | $87,485+22.7% |
| Participation rate | 55.9% | 64.8%-8.9pp | 70.7%-14.9pp | 68.9%-13.0pp |
| Annual return | 9.36% | 18.59%-9.2pp | 18.88%-9.5pp | 26.06%-16.7pp |
| Employer contribution / active EE | $0 | $1,919-100.0% | $2,291-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,543 | $3,055-16.7% | $3,827-33.5% | $4,274-40.5% |
| Admin fee / account holder | $558 | $5,947-90.6% | $7,267-92.3% | $7,775-92.8% |