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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 | $62,747 | $81,476-23.0% | $102,383-38.7% | $80,925-22.5% |
| Participation rate | 53.3% | 66.8%-13.5pp | 74.5%-21.2pp | 67.7%-14.3pp |
| Annual return | 8.64% | 25.59%-16.9pp | 24.94%-16.3pp | 35.65%-27.0pp |
| Employer contribution / active EE | $255 | $3,105-91.8% | $3,870-93.4% | $2,756-90.8% |
| Participant deferral / active EE | $2,045 | $3,871-47.2% | $5,060-59.6% | $4,299-52.4% |
| Admin fee / account holder | $9,744 | $6,717+45.1% | $8,391+16.1% | $6,940+40.4% |