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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 | $62,334 | $93,598-33.4% | $135,974-54.2% | $75,173-17.1% |
| Participation rate | 38.0% | 75.2%-37.2pp | 81.9%-43.9pp | 67.2%-29.2pp |
| Annual return | 15.14% | 30.89%-15.7pp | 68.30%-53.2pp | 160.72%-145.6pp |
| Employer contribution / active EE | $486 | $3,538-86.3% | $4,859-90.0% | $2,671-81.8% |
| Participant deferral / active EE | $6,262 | $6,405-2.2% | $7,760-19.3% | $4,126+51.8% |
| Admin fee / account holder | $9,807 | $6,978+40.6% | $10,767-8.9% | $5,651+73.6% |