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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 | $74,810 | $65,034+15.0% | $90,970-17.8% | $79,856-6.3% |
| Participation rate | 43.1% | 61.6%-18.5pp | 69.0%-25.9pp | 69.6%-26.5pp |
| Annual return | 9.13% | 30.45%-21.3pp | 134.60%-125.5pp | 31.71%-22.6pp |
| Employer contribution / active EE | $55 | $1,247-95.6% | $2,122-97.4% | $2,471-97.8% |
| Participant deferral / active EE | $1,850 | $2,512-26.4% | $3,373-45.2% | $3,741-50.6% |
| Admin fee / account holder | $3,160 | $4,536-30.3% | $5,961-47.0% | $5,306-40.4% |