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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 | $93,659 | $78,425+19.4% | $95,956-2.4% | $79,858+17.3% |
| Participation rate | 50.0% | 73.5%-23.5pp | 77.1%-27.1pp | 69.6%-19.6pp |
| Annual return | 7.97% | 19.37%-11.4pp | 91.63%-83.7pp | 31.72%-23.8pp |
| Employer contribution / active EE | $79 | $1,945-95.9% | $2,541-96.9% | $2,471-96.8% |
| Participant deferral / active EE | $2,193 | $3,440-36.3% | $4,167-47.4% | $3,740-41.4% |
| Admin fee / account holder | $2,394 | $5,622-57.4% | $6,797-64.8% | $5,306-54.9% |