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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 | $31,504 | $54,541-42.2% | $78,778-60.0% | $70,124-55.1% |
| Participation rate | 50.0% | 60.8%-10.8pp | 69.2%-19.2pp | 69.5%-19.5pp |
| Annual return | 11.15% | 21.07%-9.9pp | 35.62%-24.5pp | 73.14%-62.0pp |
| Employer contribution / active EE | $181 | $1,089-83.4% | $1,986-90.9% | $2,342-92.3% |
| Participant deferral / active EE | $2,011 | $2,210-9.0% | $2,958-32.0% | $3,332-39.6% |
| Admin fee / account holder | $830 | $3,709-77.6% | $5,134-83.8% | $4,645-82.1% |