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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 | $33,521 | $81,358-58.8% | $155,556-78.5% | $80,959-58.6% |
| Participation rate | 22.0% | 66.3%-44.2pp | 78.2%-56.2pp | 67.7%-45.6pp |
| Annual return | 8.28% | 33.39%-25.1pp | 64.84%-56.6pp | 35.67%-27.4pp |
| Employer contribution / active EE | $210 | $3,106-93.3% | $4,675-95.5% | $2,757-92.4% |
| Participant deferral / active EE | $948 | $3,455-72.6% | $5,631-83.2% | $4,300-78.0% |
| Admin fee / account holder | $18,812 | $7,994+135.3% | $15,885+18.4% | $6,925+171.6% |