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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 | $90,707 | $110,137-17.6% | $161,149-43.7% | $82,637+9.8% |
| Participation rate | 51.7% | 72.4%-20.6pp | 78.8%-27.1pp | 68.1%-16.3pp |
| Annual return | 12.05% | 20.69%-8.6pp | 21.16%-9.1pp | 53.51%-41.5pp |
| Employer contribution / active EE | $722 | $2,856-74.7% | $4,360-83.4% | $2,552-71.7% |
| Participant deferral / active EE | $5,039 | $4,575+10.2% | $6,153-18.1% | $4,126+22.1% |
| Admin fee / account holder | $21,441 | $9,467+126.5% | $15,194+41.1% | $7,339+192.2% |