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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 | $122,821 | $68,586+79.1% | $120,380+2.0% | $80,911+51.8% |
| Participation rate | 55.0% | 61.6%-6.6pp | 71.9%-16.9pp | 67.6%-12.6pp |
| Annual return | 8.42% | 23.62%-15.2pp | 107.28%-98.9pp | 35.63%-27.2pp |
| Employer contribution / active EE | $300 | $2,053-85.4% | $3,465-91.3% | $2,756-89.1% |
| Participant deferral / active EE | $2,334 | $3,174-26.5% | $4,992-53.3% | $4,297-45.7% |
| Admin fee / account holder | $2,947 | $5,733-48.6% | $9,421-68.7% | $6,935-57.5% |