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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 | $62,796 | $74,535-15.8% | $100,712-37.6% | $82,637-24.0% |
| Participation rate | 63.3% | 61.2%+2.2pp | 69.3%-5.9pp | 68.1%-4.7pp |
| Annual return | 9.78% | 18.92%-9.1pp | 33.27%-23.5pp | 53.51%-43.7pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,779 | $3,074-42.1% | $4,085-56.5% | $4,126-56.9% |
| Admin fee / account holder | $27,248 | $6,576+314.4% | $9,256+194.4% | $7,339+271.3% |