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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 | $126,440 | $110,410+14.5% | $102,437+23.4% | $145,897-13.3% |
| Participation rate | 38.9% | 77.9%-39.0pp | 74.5%-35.6pp | 80.3%-41.4pp |
| Annual return | 7.56% | 24.85%-17.3pp | 24.95%-17.4pp | 552.29%-544.7pp |
| Employer contribution / active EE | $833 | $4,217-80.3% | $3,871-78.5% | $4,663-82.1% |
| Participant deferral / active EE | $1,847 | $5,622-67.2% | $5,060-63.5% | $6,689-72.4% |
| Admin fee / account holder | $4,118 | $9,745-57.7% | $8,388-50.9% | $13,390-69.2% |