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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 | $62,763 | $101,798-38.3% | $165,071-62.0% | $80,935-22.5% |
| Participation rate | 59.1% | 71.8%-12.7pp | 78.6%-19.5pp | 67.7%-8.6pp |
| Annual return | 6.72% | 16.73%-10.0pp | 70.17%-63.5pp | 35.66%-28.9pp |
| Employer contribution / active EE | $567 | $2,954-80.8% | $4,347-87.0% | $2,757-79.4% |
| Participant deferral / active EE | $3,220 | $4,476-28.1% | $6,035-46.6% | $4,299-25.1% |
| Admin fee / account holder | $1,290 | $8,221-84.3% | $12,695-89.8% | $6,924-81.4% |