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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 | $114,122 | $128,603-11.3% | $197,124-42.1% | $67,986+67.9% |
| Participation rate | 68.8% | 81.7%-12.9pp | 86.7%-17.9pp | 57.2%+11.6pp |
| Annual return | 11.95% | 23.77%-11.8pp | 44.34%-32.4pp | 31.67%-19.7pp |
| Employer contribution / active EE | $1,295 | $4,379-70.4% | $6,227-79.2% | $2,019-35.9% |
| Participant deferral / active EE | $6,251 | $6,840-8.6% | $9,135-31.6% | $3,358+86.2% |
| Admin fee / account holder | $10,224 | $3,035+236.9% | $16,298-37.3% | $3,203+219.2% |