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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 | $104,438 | $77,814+34.2% | $158,223-34.0% | $86,983+20.1% |
| Participation rate | 66.7% | 68.4%-1.7pp | 79.2%-12.5pp | 69.5%-2.9pp |
| Annual return | 10.77% | 30.54%-19.8pp | 52.09%-41.3pp | 25.83%-15.1pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,587 | $3,270+9.7% | $5,467-34.4% | $4,194-14.5% |
| Admin fee / account holder | $1,694 | $5,879-71.2% | $16,047-89.4% | $7,856-78.4% |