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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 | $91,024 | $79,438+14.6% | $106,555-14.6% | $79,391+14.7% |
| Participation rate | 39.4% | 74.2%-34.7pp | 76.1%-36.7pp | 70.7%-31.3pp |
| Annual return | 10.54% | 18.27%-7.7pp | 26.80%-16.3pp | 116.88%-106.3pp |
| Employer contribution / active EE | $395 | $2,235-82.3% | $2,819-86.0% | $2,428-83.7% |
| Participant deferral / active EE | $2,199 | $3,824-42.5% | $4,399-50.0% | $4,046-45.7% |
| Admin fee / account holder | $4,269 | $523+716.3% | $7,408-42.4% | $627+581.4% |