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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 | $98,811 | $142,972-30.9% | $214,702-54.0% | $86,983+13.6% |
| Participation rate | 36.8% | 84.9%-48.0pp | 87.5%-50.6pp | 69.5%-32.7pp |
| Annual return | 11.21% | 18.49%-7.3pp | 54.55%-43.3pp | 25.83%-14.6pp |
| Employer contribution / active EE | $622 | $4,635-86.6% | $6,461-90.4% | $2,584-75.9% |
| Participant deferral / active EE | $4,030 | $6,568-38.6% | $9,147-55.9% | $4,194-3.9% |
| Admin fee / account holder | $31,019 | $17,617+76.1% | $19,830+56.4% | $7,856+294.8% |