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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 | $68,969 | $83,369-17.3% | $105,223-34.5% | $67,986+1.4% |
| Participation rate | 49.6% | 56.3%-6.7pp | 75.0%-25.5pp | 57.2%-7.7pp |
| Annual return | 12.32% | 24.64%-12.3pp | 180.65%-168.3pp | 31.67%-19.3pp |
| Employer contribution / active EE | $179 | $2,541-93.0% | $3,689-95.1% | $2,019-91.1% |
| Participant deferral / active EE | $2,046 | $3,295-37.9% | $5,072-59.7% | $3,358-39.1% |
| Admin fee / account holder | $1,163 | $4,073-71.4% | $8,859-86.9% | $3,203-63.7% |