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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 | $146,281 | $80,983+80.6% | $96,544+51.5% | $75,177+94.6% |
| Participation rate | 55.6% | 71.8%-16.2pp | 76.0%-20.4pp | 67.2%-11.6pp |
| Annual return | 8.75% | 27.05%-18.3pp | 25.88%-17.1pp | 160.75%-152.0pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,966-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $8,463 | $3,929+115.4% | $4,851+74.5% | $4,126+105.1% |
| Admin fee / account holder | $15,316 | $6,717+128.0% | $8,254+85.6% | $5,651+171.0% |