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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 | $75,744 | $82,133-7.8% | $147,318-48.6% | $64,097+18.2% |
| Participation rate | 27.3% | 62.3%-35.0pp | 82.1%-54.8pp | 55.2%-27.9pp |
| Annual return | 11.90% | 78.78%-66.9pp | 70.43%-58.5pp | 34.64%-22.7pp |
| Employer contribution / active EE | $0 | $2,872-100.0% | $4,593-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $2,143 | $5,407-60.4% | $7,906-72.9% | $3,080-30.4% |
| Admin fee / account holder | $2,010 | $3,730-46.1% | $13,708-85.3% | $3,454-41.8% |