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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 | $92,641 | $93,345-0.8% | $119,126-22.2% | $87,485+5.9% |
| Participation rate | 48.1% | 68.7%-20.6pp | 75.8%-27.6pp | 68.9%-20.8pp |
| Annual return | 8.54% | 19.08%-10.5pp | 282.11%-273.6pp | 26.06%-17.5pp |
| Employer contribution / active EE | $266 | $3,172-91.6% | $4,034-93.4% | $2,596-89.8% |
| Participant deferral / active EE | $2,472 | $4,099-39.7% | $5,318-53.5% | $4,274-42.1% |
| Admin fee / account holder | $17,268 | $8,039+114.8% | $10,693+61.5% | $7,775+122.1% |