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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 | $75,720+41.8% | $90,312+18.9% | $86,983+23.4% |
| Participation rate | 55.9% | 66.3%-10.4pp | 72.9%-17.0pp | 69.5%-13.7pp |
| Annual return | 9.36% | 18.55%-9.2pp | 18.90%-9.5pp | 25.83%-16.5pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,243-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,543 | $3,001-15.2% | $3,749-32.2% | $4,194-39.4% |
| Admin fee / account holder | $558 | $6,201-91.0% | $8,248-93.2% | $7,856-92.9% |