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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 | $103,545 | $51,222+102.2% | $70,544+46.8% | $75,173+37.7% |
| Participation rate | 56.3% | 61.0%-4.7pp | 68.4%-12.1pp | 67.2%-11.0pp |
| Annual return | 11.63% | 30.06%-18.4pp | 32.79%-21.2pp | 160.72%-149.1pp |
| Employer contribution / active EE | $355 | $1,827-80.6% | $2,976-88.1% | $2,671-86.7% |
| Participant deferral / active EE | $2,730 | $2,850-4.2% | $4,568-40.2% | $4,126-33.8% |
| Admin fee / account holder | $5,911 | $4,096+44.3% | $6,427-8.0% | $5,651+4.6% |