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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 | $61,516 | $78,423-21.6% | $95,964-35.9% | $79,856-23.0% |
| Participation rate | 66.7% | 73.5%-6.8pp | 77.1%-10.4pp | 69.6%-3.0pp |
| Annual return | 5.55% | 19.37%-13.8pp | 91.64%-86.1pp | 31.71%-26.2pp |
| Employer contribution / active EE | $371 | $1,945-80.9% | $2,541-85.4% | $2,471-85.0% |
| Participant deferral / active EE | $2,229 | $3,440-35.2% | $4,167-46.5% | $3,741-40.4% |
| Admin fee / account holder | $13,440 | $5,622+139.1% | $6,797+97.7% | $5,306+153.3% |