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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 | $69,265 | $83,485-17.0% | $125,180-44.7% | $72,983-5.1% |
| Participation rate | 55.2% | 73.3%-18.1pp | 79.8%-24.6pp | 69.5%-14.3pp |
| Annual return | 14.88% | 25.78%-10.9pp | 43.79%-28.9pp | 81.01%-66.1pp |
| Employer contribution / active EE | $423 | $2,346-82.0% | $3,866-89.1% | $2,440-82.7% |
| Participant deferral / active EE | $2,227 | $3,586-37.9% | $4,937-54.9% | $3,608-38.3% |
| Admin fee / account holder | $10,522 | $5,518+90.7% | $9,703+8.4% | $5,124+105.3% |