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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 | $34,082 | $77,638-56.1% | $156,551-78.2% | $62,881-45.8% |
| Participation rate | 26.7% | 71.2%-44.5pp | 84.0%-57.3pp | 69.3%-42.6pp |
| Annual return | 3.85% | 50.33%-46.5pp | 32.23%-28.4pp | 20.14%-16.3pp |
| Employer contribution / active EE | $218 | $3,444-93.7% | $5,501-96.0% | $2,281-90.4% |
| Participant deferral / active EE | $1,703 | $3,046-44.1% | $4,871-65.0% | $3,203-46.8% |
| Admin fee / account holder | $7,146 | $5,561+28.5% | $13,028-45.2% | $4,296+66.3% |