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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 | $32,755 | $110,212-70.3% | $96,534-66.1% | $139,466-76.5% |
| Participation rate | 27.3% | 78.1%-50.8pp | 76.0%-48.7pp | 80.3%-53.1pp |
| Annual return | 5.49% | 26.42%-20.9pp | 25.88%-20.4pp | 373.66%-368.2pp |
| Employer contribution / active EE | $685 | $3,620-81.1% | $2,965-76.9% | $4,754-85.6% |
| Participant deferral / active EE | $3,818 | $5,547-31.2% | $4,851-21.3% | $6,712-43.1% |
| Admin fee / account holder | $2,394 | $11,599-79.4% | $8,253-71.0% | $11,409-79.0% |