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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 | $111,204 | $76,112+46.1% | $96,544+15.2% | $71,529+55.5% |
| Participation rate | 40.8% | 74.4%-33.6pp | 76.0%-35.2pp | 67.9%-27.2pp |
| Annual return | 12.70% | 22.80%-10.1pp | 25.88%-13.2pp | 28.97%-16.3pp |
| Employer contribution / active EE | $300 | $2,248-86.7% | $2,966-89.9% | $2,590-88.4% |
| Participant deferral / active EE | $2,840 | $4,217-32.7% | $4,851-41.5% | $4,291-33.8% |
| Admin fee / account holder | $10,689 | $2,708+294.6% | $8,254+29.5% | $1,588+572.9% |