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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 | $102,130 | $71,230+43.4% | $93,727+9.0% | $80,959+26.2% |
| Participation rate | 30.6% | 60.4%-29.8pp | 68.7%-38.2pp | 67.7%-37.1pp |
| Annual return | 9.77% | 11.26%-1.5pp | 133.83%-124.1pp | 35.67%-25.9pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,458 | $4,037+10.4% | $4,417+0.9% | $4,300+3.7% |
| Admin fee / account holder | $17,661 | $6,961+153.7% | $8,292+113.0% | $6,925+155.0% |