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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 | $73,457 | $73,787-0.4% | $98,716-25.6% | $82,448-10.9% |
| Participation rate | 63.6% | 61.4%+2.2pp | 69.3%-5.7pp | 68.1%-4.4pp |
| Annual return | 11.28% | 18.57%-7.3pp | 31.81%-20.5pp | 41.64%-30.4pp |
| Employer contribution / active EE | $279 | $1,511-81.5% | $2,279-87.8% | $2,551-89.1% |
| Participant deferral / active EE | $1,793 | $3,081-41.8% | $4,048-55.7% | $4,139-56.7% |
| Admin fee / account holder | $7,985 | $6,500+22.8% | $8,703-8.2% | $7,234+10.4% |