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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 | $61,959 | $86,919-28.7% | $102,457-39.5% | $80,911-23.4% |
| Participation rate | 54.8% | 72.4%-17.5pp | 76.5%-21.7pp | 67.6%-12.8pp |
| Annual return | 9.05% | 18.90%-9.8pp | 29.41%-20.4pp | 35.63%-26.6pp |
| Employer contribution / active EE | $541 | $2,368-77.2% | $3,022-82.1% | $2,756-80.4% |
| Participant deferral / active EE | $2,134 | $4,119-48.2% | $5,054-57.8% | $4,297-50.3% |
| Admin fee / account holder | $1,758 | $8,049-78.2% | $9,451-81.4% | $6,935-74.6% |