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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 | $59,732 | $52,836+13.1% | $105,738-43.5% | $64,173-6.9% |
| Participation rate | 61.4% | 66.5%-5.1pp | 76.3%-14.9pp | 69.6%-8.2pp |
| Annual return | -8.05% | 14.30%-22.3pp | 6.27%-14.3pp | 7.63%-15.7pp |
| Employer contribution / active EE | $3 | $1,827-99.8% | $3,268-99.9% | $2,381-99.9% |
| Participant deferral / active EE | $2,589 | $2,545+1.7% | $4,080-36.6% | $3,470-25.4% |
| Admin fee / account holder | $923 | $3,959-76.7% | $6,913-86.7% | $4,887-81.1% |