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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 | $190,754 | $115,931+64.5% | $185,441+2.9% | $86,983+119.3% |
| Participation rate | 24.0% | 73.6%-49.6pp | 80.3%-56.3pp | 69.5%-45.5pp |
| Annual return | 6.00% | 21.47%-15.5pp | 20.16%-14.2pp | 25.83%-19.8pp |
| Employer contribution / active EE | $0 | $2,937-100.0% | $4,672-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,102 | $4,551-31.8% | $6,152-49.6% | $4,194-26.0% |
| Admin fee / account holder | $60,362 | $10,687+464.8% | $17,890+237.4% | $7,856+668.4% |