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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 | $76,352 | $71,873+6.2% | $86,698-11.9% | $68,490+11.5% |
| Participation rate | 55.1% | 72.2%-17.2pp | 76.6%-21.5pp | 67.9%-12.8pp |
| Annual return | -25.68% | 3.54%-29.2pp | 35.96%-61.6pp | -7.85%-17.8pp |
| Employer contribution / active EE | $510 | $2,173-76.5% | $2,837-82.0% | $2,597-80.4% |
| Participant deferral / active EE | $2,274 | $3,779-39.8% | $4,656-51.2% | $4,028-43.5% |
| Admin fee / account holder | $4,275 | $6,110-30.0% | $7,492-42.9% | $5,403-20.9% |