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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 | $98,080 | $52,678+86.2% | $75,784+29.4% | $59,633+64.5% |
| Participation rate | 52.9% | 67.2%-14.4pp | 75.8%-22.9pp | 68.7%-15.8pp |
| Annual return | -3.64% | 2.95%-6.6pp | 9.68%-13.3pp | 2041.45%-2045.1pp |
| Employer contribution / active EE | $299 | $2,193-86.4% | $3,323-91.0% | $2,203-86.4% |
| Participant deferral / active EE | $3,155 | $2,591+21.8% | $3,652-13.6% | $3,192-1.1% |
| Admin fee / account holder | $746 | $3,610-79.3% | $5,300-85.9% | $4,297-82.6% |