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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 | $89,522 | $67,602+32.4% | $82,312+8.8% | $70,126+27.7% |
| Participation rate | 57.6% | 72.8%-15.2pp | 76.9%-19.3pp | 69.5%-12.0pp |
| Annual return | 11.74% | 21.57%-9.8pp | 25.88%-14.1pp | 73.15%-61.4pp |
| Employer contribution / active EE | $330 | $1,755-81.2% | $2,428-86.4% | $2,343-85.9% |
| Participant deferral / active EE | $2,355 | $2,987-21.2% | $3,706-36.5% | $3,332-29.3% |
| Admin fee / account holder | $1,742 | $4,512-61.4% | $5,608-68.9% | $4,645-62.5% |