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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 | $73,366 | $62,583+17.2% | $76,767-4.4% | $64,173+14.3% |
| Participation rate | 22.8% | 72.8%-50.0pp | 77.0%-54.2pp | 69.6%-46.8pp |
| Annual return | -8.04% | -1.95%-6.1pp | 2.43%-10.5pp | 7.63%-15.7pp |
| Employer contribution / active EE | $143 | $1,832-92.2% | $2,485-94.2% | $2,381-94.0% |
| Participant deferral / active EE | $1,781 | $3,145-43.4% | $3,852-53.8% | $3,470-48.7% |
| Admin fee / account holder | $11,892 | $4,667+154.8% | $6,675+78.2% | $4,887+143.3% |