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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 | $82,717 | $138,393-40.2% | $184,256-55.1% | $80,959+2.2% |
| Participation rate | 62.8% | 83.9%-21.1pp | 86.8%-24.0pp | 67.7%-4.9pp |
| Annual return | 10.77% | 20.01%-9.2pp | 28.85%-18.1pp | 35.67%-24.9pp |
| Employer contribution / active EE | $1,435 | $4,847-70.4% | $6,427-77.7% | $2,757-47.9% |
| Participant deferral / active EE | $3,196 | $7,076-54.8% | $9,133-65.0% | $4,300-25.7% |
| Admin fee / account holder | $9,325 | $10,489-11.1% | $13,899-32.9% | $6,925+34.7% |