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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 | $88,143 | $138,385-36.3% | $184,243-52.2% | $80,925+8.9% |
| Participation rate | 65.5% | 83.9%-18.4pp | 86.8%-21.3pp | 67.7%-2.1pp |
| Annual return | 10.62% | 20.02%-9.4pp | 28.82%-18.2pp | 35.65%-25.0pp |
| Employer contribution / active EE | $1,220 | $4,851-74.9% | $6,427-81.0% | $2,756-55.7% |
| Participant deferral / active EE | $4,026 | $7,075-43.1% | $9,132-55.9% | $4,299-6.4% |
| Admin fee / account holder | $57,995 | $10,489+452.9% | $13,914+316.8% | $6,940+735.7% |