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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 | $131,013 | $55,902+134.4% | $76,030+72.3% | $80,959+61.8% |
| Participation rate | 13.9% | 62.1%-48.2pp | 69.1%-55.2pp | 67.7%-53.8pp |
| Annual return | 7.07% | 20.59%-13.5pp | 361.54%-354.5pp | 35.67%-28.6pp |
| Employer contribution / active EE | $272 | $1,867-85.4% | $2,688-89.9% | $2,757-90.1% |
| Participant deferral / active EE | $1,093 | $3,051-64.2% | $4,257-74.3% | $4,300-74.6% |
| Admin fee / account holder | $4,143 | $5,239-20.9% | $6,421-35.5% | $6,925-40.2% |