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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 | $106,239 | $199,109-46.6% | $173,730-38.8% | $154,746-31.3% |
| Participation rate | 60.0% | 82.8%-22.8pp | 79.6%-19.6pp | 80.7%-20.7pp |
| Annual return | 8.74% | 20.02%-11.3pp | 19.96%-11.2pp | 172.34%-163.6pp |
| Employer contribution / active EE | $600 | $5,311-88.7% | $4,577-86.9% | $4,379-86.3% |
| Participant deferral / active EE | $2,895 | $7,113-59.3% | $6,326-54.2% | $6,730-57.0% |
| Admin fee / account holder | $39,329 | $20,916+88.0% | $17,523+124.4% | $14,365+173.8% |