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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 | $39,874 | $55,902-28.7% | $76,030-47.6% | $80,959-50.7% |
| Participation rate | 61.4% | 62.1%-0.7pp | 69.1%-7.7pp | 67.7%-6.3pp |
| Annual return | 7.06% | 20.59%-13.5pp | 361.54%-354.5pp | 35.67%-28.6pp |
| Employer contribution / active EE | $127 | $1,867-93.2% | $2,688-95.3% | $2,757-95.4% |
| Participant deferral / active EE | $1,992 | $3,051-34.7% | $4,257-53.2% | $4,300-53.7% |
| Admin fee / account holder | $8,676 | $5,239+65.6% | $6,421+35.1% | $6,925+25.3% |