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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 | $83,143 | $80,763+2.9% | $102,412-18.8% | $74,459+11.7% |
| Participation rate | 38.8% | 65.7%-26.9pp | 74.5%-35.7pp | 67.2%-28.4pp |
| Annual return | 10.55% | 27.57%-17.0pp | 24.94%-14.4pp | 1369.70%-1359.1pp |
| Employer contribution / active EE | $721 | $3,160-77.2% | $3,870-81.4% | $2,626-72.6% |
| Participant deferral / active EE | $2,862 | $3,862-25.9% | $5,060-43.5% | $4,350-34.2% |
| Admin fee / account holder | $3,369 | $2,371+42.1% | $8,388-59.8% | $1,945+73.2% |