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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 | $42,462 | $61,391-30.8% | $149,723-71.6% | $71,529-40.6% |
| Participation rate | 23.3% | 62.5%-39.2pp | 78.8%-55.5pp | 67.9%-44.6pp |
| Annual return | 9.72% | 35.88%-26.2pp | 134.50%-124.8pp | 28.97%-19.3pp |
| Employer contribution / active EE | $154 | $2,384-93.5% | $4,821-96.8% | $2,590-94.1% |
| Participant deferral / active EE | $1,135 | $2,921-61.1% | $5,682-80.0% | $4,291-73.6% |
| Admin fee / account holder | $5,495 | $1,264+334.7% | $13,215-58.4% | $1,588+245.9% |