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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 | $71,616 | $106,267-32.6% | $96,520-25.8% | $139,456-48.6% |
| Participation rate | 33.3% | 77.8%-44.5pp | 74.3%-41.0pp | 80.3%-47.0pp |
| Annual return | 7.75% | 38.45%-30.7pp | 35.72%-28.0pp | 373.45%-365.7pp |
| Employer contribution / active EE | $641 | $4,105-84.4% | $3,739-82.8% | $4,753-86.5% |
| Participant deferral / active EE | $1,790 | $5,454-67.2% | $4,879-63.3% | $6,711-73.3% |
| Admin fee / account holder | $10,338 | $7,882+31.2% | $6,733+53.5% | $11,407-9.4% |