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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 | $64,076 | $76,407-16.1% | $150,298-57.4% | $82,448-22.3% |
| Participation rate | 42.9% | 66.4%-23.5pp | 77.8%-34.9pp | 68.1%-25.2pp |
| Annual return | 11.45% | 39.99%-28.5pp | 62.79%-51.3pp | 41.64%-30.2pp |
| Employer contribution / active EE | $293 | $2,614-88.8% | $4,154-92.9% | $2,551-88.5% |
| Participant deferral / active EE | $2,718 | $3,214-15.5% | $5,453-50.2% | $4,139-34.3% |
| Admin fee / account holder | $22,852 | $6,352+259.8% | $14,116+61.9% | $7,234+215.9% |