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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 | $248,410 | $56,287+341.3% | $80,977+206.8% | $62,881+295.0% |
| Participation rate | 55.2% | 68.9%-13.8pp | 75.8%-20.6pp | 69.3%-14.1pp |
| Annual return | 4.77% | 22.13%-17.4pp | 17.11%-12.3pp | 20.14%-15.4pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,715-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $7,537 | $4,196+79.6% | $5,696+32.3% | $3,203+135.3% |
| Admin fee / account holder | $5,317 | $3,742+42.1% | $5,517-3.6% | $4,296+23.8% |