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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 | $63,340 | $71,215-11.1% | $93,696-32.4% | $80,935-21.7% |
| Participation rate | 29.7% | 60.4%-30.7pp | 68.7%-39.0pp | 67.7%-37.9pp |
| Annual return | 8.92% | 11.27%-2.4pp | 133.74%-124.8pp | 35.66%-26.7pp |
| Employer contribution / active EE | $129 | $1,565-91.8% | $2,422-94.7% | $2,757-95.3% |
| Participant deferral / active EE | $1,761 | $4,037-56.4% | $4,417-60.1% | $4,299-59.0% |
| Admin fee / account holder | $7,218 | $6,958+3.7% | $8,287-12.9% | $6,924+4.2% |