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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 | $75,248 | $108,882-30.9% | $96,754-22.2% | $154,746-51.4% |
| Participation rate | 63.6% | 75.1%-11.4pp | 70.3%-6.6pp | 80.7%-17.1pp |
| Annual return | 6.65% | 98.39%-91.7pp | 82.04%-75.4pp | 172.34%-165.7pp |
| Employer contribution / active EE | $127 | $3,018-95.8% | $2,679-95.3% | $4,379-97.1% |
| Participant deferral / active EE | $3,205 | $5,323-39.8% | $4,758-32.6% | $6,730-52.4% |
| Admin fee / account holder | $2,636 | $10,200-74.2% | $8,905-70.4% | $14,365-81.7% |