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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 | $62,948 | $58,241+8.1% | $81,780-23.0% | $80,911-22.2% |
| Participation rate | 39.3% | 63.4%-24.2pp | 72.4%-33.1pp | 67.6%-28.4pp |
| Annual return | 10.19% | 41.73%-31.5pp | 776.27%-766.1pp | 35.63%-25.4pp |
| Employer contribution / active EE | $268 | $2,343-88.6% | $2,914-90.8% | $2,756-90.3% |
| Participant deferral / active EE | $1,200 | $3,283-63.4% | $4,321-72.2% | $4,297-72.1% |
| Admin fee / account holder | $6,165 | $4,973+24.0% | $7,384-16.5% | $6,935-11.1% |