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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 | $94,860 | $94,031+0.9% | $115,768-18.1% | $82,448+15.1% |
| Participation rate | 46.9% | 70.4%-23.5pp | 74.4%-27.5pp | 68.1%-21.1pp |
| Annual return | 10.81% | 20.61%-9.8pp | 100.46%-89.6pp | 41.64%-30.8pp |
| Employer contribution / active EE | $309 | $2,323-86.7% | $2,940-89.5% | $2,551-87.9% |
| Participant deferral / active EE | $2,298 | $3,972-42.1% | $4,917-53.3% | $4,139-44.5% |
| Admin fee / account holder | $22,657 | $10,249+121.1% | $12,439+82.1% | $7,234+213.2% |