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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 | $67,585 | $80,992-16.6% | $96,534-30.0% | $75,173-10.1% |
| Participation rate | 61.4% | 71.8%-10.4pp | 76.0%-14.6pp | 67.2%-5.8pp |
| Annual return | 12.56% | 27.05%-14.5pp | 25.88%-13.3pp | 160.72%-148.2pp |
| Employer contribution / active EE | $328 | $2,283-85.6% | $2,965-88.9% | $2,671-87.7% |
| Participant deferral / active EE | $2,647 | $3,929-32.6% | $4,851-45.4% | $4,126-35.9% |
| Admin fee / account holder | $480 | $6,717-92.9% | $8,253-94.2% | $5,651-91.5% |