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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 | $84,250 | $58,099+45.0% | $76,902+9.6% | $75,177+12.1% |
| Participation rate | 69.2% | 63.9%+5.3pp | 69.6%-0.4pp | 67.2%+2.0pp |
| Annual return | 10.31% | 26.71%-16.4pp | 37.91%-27.6pp | 160.75%-150.4pp |
| Employer contribution / active EE | $190 | $1,996-90.5% | $2,534-92.5% | $2,671-92.9% |
| Participant deferral / active EE | $1,069 | $2,999-64.4% | $3,833-72.1% | $4,126-74.1% |
| Admin fee / account holder | $93,642 | $4,778+1860.0% | $5,479+1609.2% | $5,651+1557.0% |