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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 | $78,919 | $80,983-2.5% | $96,544-18.3% | $75,177+5.0% |
| Participation rate | 59.0% | 71.8%-12.8pp | 76.0%-17.0pp | 67.2%-8.2pp |
| Annual return | -5.80% | 27.05%-32.9pp | 25.88%-31.7pp | 160.75%-166.6pp |
| Employer contribution / active EE | $177 | $2,282-92.3% | $2,966-94.0% | $2,671-93.4% |
| Participant deferral / active EE | $2,165 | $3,929-44.9% | $4,851-55.4% | $4,126-47.5% |
| Admin fee / account holder | $5,300 | $6,717-21.1% | $8,254-35.8% | $5,651-6.2% |