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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 | $59,633 | $90,728-34.3% | $86,279-30.9% | $138,895-57.1% |
| Participation rate | 54.5% | 81.0%-26.4pp | 78.7%-24.2pp | 79.9%-25.4pp |
| Annual return | 11.38% | 34.83%-23.5pp | 30.40%-19.0pp | 145.39%-134.0pp |
| Employer contribution / active EE | $735 | $4,974-85.2% | $4,663-84.2% | $4,194-82.5% |
| Participant deferral / active EE | $1,899 | $6,125-69.0% | $5,658-66.4% | $6,396-70.3% |
| Admin fee / account holder | $1,198 | $11,808-89.9% | $10,485-88.6% | $12,562-90.5% |