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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 | $61,053 | $71,197-14.2% | $93,669-34.8% | $80,925-24.6% |
| Participation rate | 61.3% | 60.4%+0.9pp | 68.7%-7.4pp | 67.7%-6.4pp |
| Annual return | 9.60% | 11.27%-1.7pp | 133.59%-124.0pp | 35.65%-26.1pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $8,115 | $4,036+101.1% | $4,416+83.8% | $4,299+88.8% |
| Admin fee / account holder | $17,003 | $6,959+144.3% | $8,291+105.1% | $6,940+145.0% |