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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 | $103,972 | $102,422+1.5% | $147,117-29.3% | $80,959+28.4% |
| Participation rate | 32.9% | 75.9%-43.0pp | 82.2%-49.3pp | 67.7%-34.8pp |
| Annual return | 10.71% | 135.16%-124.4pp | 420.54%-409.8pp | 35.67%-25.0pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,576 | $6,652-46.2% | $8,065-55.7% | $4,300-16.8% |
| Admin fee / account holder | $7,133 | $7,953-10.3% | $12,993-45.1% | $6,925+3.0% |