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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 | $78,110 | $104,098-25.0% | $140,514-44.4% | $94,015-16.9% |
| Participation rate | 58.3% | 73.7%-15.4pp | 77.8%-19.5pp | 70.8%-12.5pp |
| Annual return | 9.09% | 15.14%-6.0pp | 14.36%-5.3pp | 17.84%-8.7pp |
| Employer contribution / active EE | $610 | $2,388-74.5% | $3,378-81.9% | $2,790-78.1% |
| Participant deferral / active EE | $3,902 | $4,033-3.3% | $4,919-20.7% | $4,249-8.2% |
| Admin fee / account holder | $13,630 | $10,439+30.6% | $13,697-0.5% | $8,951+52.3% |