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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 | $76,656 | $65,246+17.5% | $98,716-22.3% | $67,986+12.8% |
| Participation rate | 32.1% | 51.4%-19.4pp | 69.3%-37.2pp | 57.2%-25.1pp |
| Annual return | 10.84% | 20.58%-9.7pp | 31.81%-21.0pp | 31.67%-20.8pp |
| Employer contribution / active EE | $89 | $1,042-91.5% | $2,279-96.1% | $2,019-95.6% |
| Participant deferral / active EE | $2,099 | $2,594-19.1% | $4,048-48.1% | $3,358-37.5% |
| Admin fee / account holder | $19,339 | $4,561+324.0% | $8,703+122.2% | $3,203+503.7% |