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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 | $83,898 | $77,962+7.6% | $178,540-53.0% | $80,935+3.7% |
| Participation rate | 69.8% | 65.7%+4.1pp | 77.1%-7.3pp | 67.7%+2.1pp |
| Annual return | 10.35% | 18.10%-7.7pp | 27.15%-16.8pp | 35.66%-25.3pp |
| Employer contribution / active EE | $0 | $2,280-100.0% | $3,953-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,306 | $4,404-2.2% | $6,281-31.4% | $4,299+0.2% |
| Admin fee / account holder | $3,158 | $7,156-55.9% | $10,424-69.7% | $6,924-54.4% |