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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 | $68,999 | $65,034+6.1% | $90,970-24.2% | $79,856-13.6% |
| Participation rate | 42.9% | 61.6%-18.8pp | 69.0%-26.2pp | 69.6%-26.8pp |
| Annual return | 8.85% | 30.45%-21.6pp | 134.60%-125.7pp | 31.71%-22.9pp |
| Employer contribution / active EE | $236 | $1,247-81.1% | $2,122-88.9% | $2,471-90.4% |
| Participant deferral / active EE | $2,037 | $2,512-18.9% | $3,373-39.6% | $3,741-45.6% |
| Admin fee / account holder | $18,435 | $4,536+306.4% | $5,961+209.3% | $5,306+247.4% |