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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 | $59,734 | $46,877+27.4% | $122,354-51.2% | $70,126-14.8% |
| Participation rate | 63.6% | 58.2%+5.4pp | 71.6%-8.0pp | 69.5%-5.9pp |
| Annual return | 9.80% | 24.22%-14.4pp | 30.28%-20.5pp | 73.15%-63.3pp |
| Employer contribution / active EE | $100 | $1,288-92.2% | $4,051-97.5% | $2,343-95.7% |
| Participant deferral / active EE | $908 | $2,167-58.1% | $3,287-72.4% | $3,332-72.7% |
| Admin fee / account holder | $1,729 | $3,324-48.0% | $5,479-68.4% | $4,645-62.8% |