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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 | $121,318 | $79,961+51.7% | $98,462+23.2% | $75,177+61.4% |
| Participation rate | 57.3% | 70.4%-13.1pp | 75.2%-17.9pp | 67.2%-9.9pp |
| Annual return | -0.08% | 19.75%-19.8pp | 21.17%-21.3pp | 160.75%-160.8pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,049-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,496 | $3,753+19.8% | $4,738-5.1% | $4,126+9.0% |
| Admin fee / account holder | $524 | $6,842-92.3% | $8,875-94.1% | $5,651-90.7% |