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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 | $29,208 | $63,346-53.9% | $92,239-68.3% | $70,124-58.3% |
| Participation rate | 52.7% | 68.7%-15.9pp | 76.5%-23.8pp | 69.5%-16.8pp |
| Annual return | 9.16% | 530.19%-521.0pp | 176.29%-167.1pp | 73.14%-64.0pp |
| Employer contribution / active EE | $313 | $2,471-87.3% | $3,680-91.5% | $2,342-86.6% |
| Participant deferral / active EE | $1,230 | $2,854-56.9% | $3,897-68.4% | $3,332-63.1% |
| Admin fee / account holder | $3,523 | $3,841-8.3% | $5,194-32.2% | $4,645-24.2% |