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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 | $89,157 | $76,550+16.5% | $123,894-28.0% | $62,881+41.8% |
| Participation rate | 59.4% | 73.0%-13.6pp | 81.4%-22.0pp | 69.3%-9.9pp |
| Annual return | 4.07% | 18.67%-14.6pp | 47.52%-43.5pp | 20.14%-16.1pp |
| Employer contribution / active EE | $313 | $2,882-89.2% | $4,617-93.2% | $2,281-86.3% |
| Participant deferral / active EE | $5,313 | $4,840+9.8% | $5,984-11.2% | $3,203+65.9% |
| Admin fee / account holder | $743 | $4,826-84.6% | $8,357-91.1% | $4,296-82.7% |