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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 | $81,811 | $73,009+12.1% | $90,760-9.9% | $68,486+19.5% |
| Participation rate | 69.5% | 70.8%-1.3pp | 75.7%-6.2pp | 67.9%+1.6pp |
| Annual return | -18.96% | -13.81%-5.2pp | -12.16%-6.8pp | -7.85%-11.1pp |
| Employer contribution / active EE | $453 | $2,193-79.3% | $2,922-84.5% | $2,597-82.6% |
| Participant deferral / active EE | $2,815 | $3,626-22.4% | $4,565-38.3% | $4,028-30.1% |
| Admin fee / account holder | $10,308 | $5,896+74.8% | $8,444+22.1% | $5,404+90.8% |