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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 | $86,285 | $93,617-7.8% | $135,982-36.5% | $75,177+14.8% |
| Participation rate | 59.0% | 75.2%-16.2pp | 81.9%-22.9pp | 67.2%-8.2pp |
| Annual return | 13.47% | 30.89%-17.4pp | 68.32%-54.9pp | 160.75%-147.3pp |
| Employer contribution / active EE | $766 | $3,538-78.3% | $4,859-84.2% | $2,671-71.3% |
| Participant deferral / active EE | $4,822 | $6,406-24.7% | $7,760-37.9% | $4,126+16.8% |
| Admin fee / account holder | $957 | $6,980-86.3% | $10,767-91.1% | $5,651-83.1% |