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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 | $75,198 | $91,559-17.9% | $133,978-43.9% | $79,856-5.8% |
| Participation rate | 32.5% | 73.3%-40.8pp | 79.8%-47.3pp | 69.6%-37.1pp |
| Annual return | 7.49% | 61.85%-54.4pp | 45.10%-37.6pp | 31.71%-24.2pp |
| Employer contribution / active EE | $526 | $2,384-77.9% | $3,919-86.6% | $2,471-78.7% |
| Participant deferral / active EE | $2,138 | $3,734-42.7% | $5,047-57.6% | $3,741-42.8% |
| Admin fee / account holder | $2,182 | $6,321-65.5% | $8,930-75.6% | $5,306-58.9% |