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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 | $78,831 | $76,407+3.2% | $150,298-47.6% | $82,448-4.4% |
| Participation rate | 27.6% | 66.4%-38.8pp | 77.8%-50.2pp | 68.1%-40.5pp |
| Annual return | 3.16% | 39.99%-36.8pp | 62.79%-59.6pp | 41.64%-38.5pp |
| Employer contribution / active EE | $41 | $2,614-98.4% | $4,154-99.0% | $2,551-98.4% |
| Participant deferral / active EE | $2,023 | $3,214-37.0% | $5,453-62.9% | $4,139-51.1% |
| Admin fee / account holder | $194,263 | $6,352+2958.3% | $14,116+1276.2% | $7,234+2585.3% |