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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 | $90,482 | $106,864-15.3% | $147,318-38.6% | $82,637+9.5% |
| Participation rate | 54.0% | 75.5%-21.5pp | 82.1%-28.0pp | 68.1%-14.0pp |
| Annual return | 12.31% | 27.49%-15.2pp | 70.43%-58.1pp | 53.51%-41.2pp |
| Employer contribution / active EE | $634 | $3,417-81.5% | $4,593-86.2% | $2,552-75.2% |
| Participant deferral / active EE | $2,672 | $6,496-58.9% | $7,906-66.2% | $4,126-35.2% |
| Admin fee / account holder | $9,066 | $8,415+7.7% | $13,708-33.9% | $7,339+23.5% |