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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 | $88,058 | $86,940+1.3% | $102,434-14.0% | $80,935+8.8% |
| Participation rate | 65.5% | 72.4%-6.9pp | 76.5%-11.0pp | 67.7%-2.1pp |
| Annual return | 9.04% | 18.89%-9.8pp | 29.46%-20.4pp | 35.66%-26.6pp |
| Employer contribution / active EE | $514 | $2,370-78.3% | $3,023-83.0% | $2,757-81.3% |
| Participant deferral / active EE | $2,697 | $4,121-34.6% | $5,055-46.6% | $4,299-37.3% |
| Admin fee / account holder | $946 | $8,047-88.2% | $9,462-90.0% | $6,924-86.3% |