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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 | $88,796 | $98,760-10.1% | $149,715-40.7% | $79,858+11.2% |
| Participation rate | 51.4% | 75.8%-24.4pp | 82.5%-31.1pp | 69.6%-18.3pp |
| Annual return | 11.23% | 27.43%-16.2pp | 276.66%-265.4pp | 31.72%-20.5pp |
| Employer contribution / active EE | $570 | $3,217-82.3% | $4,645-87.7% | $2,471-76.9% |
| Participant deferral / active EE | $4,014 | $5,681-29.3% | $6,842-41.3% | $3,740+7.3% |
| Admin fee / account holder | $9,477 | $6,053+56.6% | $9,310+1.8% | $5,306+78.6% |