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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 | $68,840 | $71,215-3.3% | $93,696-26.5% | $80,935-14.9% |
| Participation rate | 24.4% | 60.4%-36.0pp | 68.7%-44.3pp | 67.7%-43.3pp |
| Annual return | 9.01% | 11.27%-2.3pp | 133.74%-124.7pp | 35.66%-26.7pp |
| Employer contribution / active EE | $179 | $1,565-88.6% | $2,422-92.6% | $2,757-93.5% |
| Participant deferral / active EE | $2,845 | $4,037-29.5% | $4,417-35.6% | $4,299-33.8% |
| Admin fee / account holder | $4,417 | $6,958-36.5% | $8,287-46.7% | $6,924-36.2% |