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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 | $77,228 | $89,259-13.5% | $107,187-28.0% | $82,637-6.5% |
| Participation rate | 44.4% | 67.9%-23.5pp | 75.0%-30.6pp | 68.1%-23.6pp |
| Annual return | 10.88% | 21.02%-10.1pp | 204.55%-193.7pp | 53.51%-42.6pp |
| Employer contribution / active EE | $687 | $3,080-77.7% | $3,782-81.8% | $2,552-73.1% |
| Participant deferral / active EE | $1,682 | $4,037-58.3% | $5,096-67.0% | $4,126-59.2% |
| Admin fee / account holder | $2,275 | $7,381-69.2% | $9,162-75.2% | $7,339-69.0% |