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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 | $71,958 | $69,977+2.8% | $108,582-33.7% | $62,881+14.4% |
| Participation rate | 45.8% | 72.9%-27.1pp | 79.6%-33.8pp | 69.3%-23.5pp |
| Annual return | 2.59% | 10.73%-8.1pp | -51.70%+54.3pp | 20.14%-17.6pp |
| Employer contribution / active EE | $198 | $2,135-90.7% | $3,758-94.7% | $2,281-91.3% |
| Participant deferral / active EE | $1,935 | $3,165-38.9% | $4,311-55.1% | $3,203-39.6% |
| Admin fee / account holder | $313 | $5,076-93.8% | $7,645-95.9% | $4,296-92.7% |