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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 | $63,308 | $73,787-14.2% | $98,716-35.9% | $82,448-23.2% |
| Participation rate | 60.6% | 61.4%-0.8pp | 69.3%-8.7pp | 68.1%-7.5pp |
| Annual return | 11.95% | 18.57%-6.6pp | 31.81%-19.9pp | 41.64%-29.7pp |
| Employer contribution / active EE | $286 | $1,511-81.1% | $2,279-87.4% | $2,551-88.8% |
| Participant deferral / active EE | $4,283 | $3,081+39.0% | $4,048+5.8% | $4,139+3.5% |
| Admin fee / account holder | $2,110 | $6,500-67.5% | $8,703-75.8% | $7,234-70.8% |