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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 | $61,193 | $46,534+31.5% | $64,097-4.5% | $75,177-18.6% |
| Participation rate | 31.6% | 65.9%-34.4pp | 72.3%-40.7pp | 67.2%-35.6pp |
| Annual return | 6.37% | 26.07%-19.7pp | 33.75%-27.4pp | 160.75%-154.4pp |
| Employer contribution / active EE | $337 | $1,976-83.0% | $2,750-87.7% | $2,671-87.4% |
| Participant deferral / active EE | $807 | $2,835-71.5% | $3,881-79.2% | $4,126-80.4% |
| Admin fee / account holder | $6,794 | $2,957+129.8% | $3,070+121.3% | $5,651+20.2% |