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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 | $106,896 | $55,902+91.2% | $76,030+40.6% | $80,959+32.0% |
| Participation rate | 23.6% | 62.1%-38.5pp | 69.1%-45.5pp | 67.7%-44.1pp |
| Annual return | 10.13% | 20.59%-10.5pp | 361.54%-351.4pp | 35.67%-25.5pp |
| Employer contribution / active EE | $181 | $1,867-90.3% | $2,688-93.3% | $2,757-93.5% |
| Participant deferral / active EE | $1,100 | $3,051-63.9% | $4,257-74.2% | $4,300-74.4% |
| Admin fee / account holder | $4,824 | $5,239-7.9% | $6,421-24.9% | $6,925-30.3% |