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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 | $69,903 | $108,825-35.8% | $156,181-55.2% | $82,448-15.2% |
| Participation rate | 60.4% | 72.4%-12.0pp | 78.8%-18.5pp | 68.1%-7.7pp |
| Annual return | 9.59% | 20.59%-11.0pp | 64.87%-55.3pp | 41.64%-32.1pp |
| Employer contribution / active EE | $359 | $2,870-87.5% | $4,294-91.6% | $2,551-85.9% |
| Participant deferral / active EE | $3,591 | $4,577-21.5% | $6,132-41.4% | $4,139-13.2% |
| Admin fee / account holder | $5,769 | $9,341-38.2% | $14,586-60.4% | $7,234-20.3% |