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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 | $122,784 | $106,280+15.5% | $96,538+27.2% | $139,487-12.0% |
| Participation rate | 54.5% | 77.8%-23.3pp | 74.3%-19.8pp | 80.3%-25.8pp |
| Annual return | 8.80% | 38.48%-29.7pp | 35.74%-26.9pp | 373.84%-365.0pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,740-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,648 | $5,457-69.8% | $4,880-66.2% | $6,713-75.5% |
| Admin fee / account holder | $1,453 | $7,888-81.6% | $6,737-78.4% | $11,407-87.3% |