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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 | $60,432 | $76,552-21.1% | $123,893-51.2% | $62,891-3.9% |
| Participation rate | 16.3% | 73.0%-56.7pp | 81.4%-65.1pp | 69.3%-53.0pp |
| Annual return | 5.30% | 18.68%-13.4pp | 47.52%-42.2pp | 20.14%-14.8pp |
| Employer contribution / active EE | $176 | $2,883-93.9% | $4,617-96.2% | $2,281-92.3% |
| Participant deferral / active EE | $2,283 | $4,840-52.8% | $5,984-61.9% | $3,203-28.7% |
| Admin fee / account holder | $20,882 | $4,826+332.7% | $8,357+149.9% | $4,296+386.1% |