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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 | $154,017 | $104,098+48.0% | $140,514+9.6% | $94,015+63.8% |
| Participation rate | 58.3% | 73.7%-15.4pp | 77.8%-19.5pp | 70.8%-12.5pp |
| Annual return | 9.22% | 15.14%-5.9pp | 14.36%-5.1pp | 17.84%-8.6pp |
| Employer contribution / active EE | $0 | $2,388-100.0% | $3,378-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $3,560 | $4,033-11.7% | $4,919-27.6% | $4,249-16.2% |
| Admin fee / account holder | $29,777 | $10,439+185.3% | $13,697+117.4% | $8,951+232.7% |