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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 | $91,547 | $89,515+2.3% | $103,486-11.5% | $80,935+13.1% |
| Participation rate | 64.0% | 76.0%-12.0pp | 80.5%-16.5pp | 67.7%-3.7pp |
| Annual return | 6.79% | 22.82%-16.0pp | 23.93%-17.1pp | 35.66%-28.9pp |
| Employer contribution / active EE | $591 | $4,015-85.3% | $4,679-87.4% | $2,757-78.6% |
| Participant deferral / active EE | $3,648 | $5,463-33.2% | $6,628-45.0% | $4,299-15.2% |
| Admin fee / account holder | $8,325 | $6,527+27.5% | $9,354-11.0% | $6,924+20.2% |