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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 | $73,730 | $89,259-17.4% | $107,187-31.2% | $82,637-10.8% |
| Participation rate | 56.6% | 67.9%-11.3pp | 75.0%-18.4pp | 68.1%-11.5pp |
| Annual return | 10.84% | 21.02%-10.2pp | 204.55%-193.7pp | 53.51%-42.7pp |
| Employer contribution / active EE | $250 | $3,080-91.9% | $3,782-93.4% | $2,552-90.2% |
| Participant deferral / active EE | $2,054 | $4,037-49.1% | $5,096-59.7% | $4,126-50.2% |
| Admin fee / account holder | $14,297 | $7,381+93.7% | $9,162+56.0% | $7,339+94.8% |