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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 | $69,404 | $73,978-6.2% | $96,515-28.1% | $75,173-7.7% |
| Participation rate | 69.6% | 66.4%+3.1pp | 74.3%-4.8pp | 67.2%+2.4pp |
| Annual return | 11.94% | 26.72%-14.8pp | 35.73%-23.8pp | 160.72%-148.8pp |
| Employer contribution / active EE | $0 | $2,931-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $7,030 | $3,660+92.1% | $4,880+44.1% | $4,126+70.4% |
| Admin fee / account holder | $17,622 | $5,219+237.7% | $6,735+161.6% | $5,651+211.9% |