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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 | $88,221 | $97,550-9.6% | $120,344-26.7% | $87,485+0.8% |
| Participation rate | 51.9% | 72.8%-21.0pp | 76.7%-24.9pp | 68.9%-17.1pp |
| Annual return | 11.29% | 18.41%-7.1pp | 20.30%-9.0pp | 26.06%-14.8pp |
| Employer contribution / active EE | $653 | $2,291-71.5% | $3,020-78.4% | $2,596-74.9% |
| Participant deferral / active EE | $2,069 | $4,230-51.1% | $5,135-59.7% | $4,274-51.6% |
| Admin fee / account holder | $3,257 | $9,543-65.9% | $12,742-74.4% | $7,775-58.1% |