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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 | $117,241 | $69,444+68.8% | $92,985+26.1% | $87,485+34.0% |
| Participation rate | 27.0% | 63.3%-36.3pp | 69.5%-42.5pp | 68.9%-41.9pp |
| Annual return | 8.54% | 23.85%-15.3pp | 27.99%-19.5pp | 26.06%-17.5pp |
| Employer contribution / active EE | $254 | $1,917-86.8% | $2,662-90.5% | $2,596-90.2% |
| Participant deferral / active EE | $1,557 | $3,364-53.7% | $4,377-64.4% | $4,274-63.6% |
| Admin fee / account holder | $4,087 | $6,137-33.4% | $9,463-56.8% | $7,775-47.4% |