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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 | $84,951 | $65,367+30.0% | $92,915-8.6% | $72,976+16.4% |
| Participation rate | 38.7% | 68.3%-29.6pp | 76.0%-37.3pp | 69.5%-30.8pp |
| Annual return | 4.29% | 42.11%-37.8pp | 109.45%-105.2pp | 81.02%-76.7pp |
| Employer contribution / active EE | $440 | $2,594-83.1% | $3,653-88.0% | $2,440-82.0% |
| Participant deferral / active EE | $2,199 | $3,128-29.7% | $4,238-48.1% | $3,608-39.1% |
| Admin fee / account holder | $650 | $4,251-84.7% | $5,796-88.8% | $5,124-87.3% |