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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 | $46,239 | $99,994-53.8% | $146,643-68.5% | $85,847-46.1% |
| Participation rate | 60.0% | 73.1%-13.1pp | 80.1%-20.1pp | 69.3%-9.3pp |
| Annual return | 3.75% | 18.93%-15.2pp | 22.75%-19.0pp | 318.61%-314.9pp |
| Employer contribution / active EE | $419 | $2,559-83.6% | $4,137-89.9% | $2,565-83.7% |
| Participant deferral / active EE | $4,907 | $4,006+22.5% | $5,506-10.9% | $3,952+24.1% |
| Admin fee / account holder | $14,163 | $7,703+83.9% | $10,280+37.8% | $6,261+126.2% |