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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 | $61,461 | $58,512+5.0% | $84,020-26.9% | $72,983-15.8% |
| Participation rate | 22.9% | 61.2%-38.4pp | 69.0%-46.2pp | 69.5%-46.6pp |
| Annual return | 6.87% | 28.93%-22.1pp | 71.31%-64.4pp | 81.01%-74.1pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,755 | $2,394-26.7% | $3,239-45.8% | $3,608-51.4% |
| Admin fee / account holder | $1,451 | $4,569-68.2% | $6,101-76.2% | $5,124-71.7% |