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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 | $86,187 | $89,259-3.4% | $107,187-19.6% | $82,637+4.3% |
| Participation rate | 41.7% | 67.9%-26.3pp | 75.0%-33.4pp | 68.1%-26.4pp |
| Annual return | 12.67% | 21.02%-8.4pp | 204.55%-191.9pp | 53.51%-40.8pp |
| Employer contribution / active EE | $662 | $3,080-78.5% | $3,782-82.5% | $2,552-74.1% |
| Participant deferral / active EE | $2,125 | $4,037-47.4% | $5,096-58.3% | $4,126-48.5% |
| Admin fee / account holder | $25,749 | $7,381+248.8% | $9,162+181.0% | $7,339+250.9% |