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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 | $33,459 | $84,236-60.3% | $170,435-80.4% | $70,126-52.3% |
| Participation rate | 35.1% | 70.8%-35.7pp | 83.6%-48.5pp | 69.5%-34.4pp |
| Annual return | 11.33% | 23.06%-11.7pp | 205.94%-194.6pp | 73.15%-61.8pp |
| Employer contribution / active EE | $143 | $3,387-95.8% | $5,432-97.4% | $2,343-93.9% |
| Participant deferral / active EE | $946 | $3,086-69.4% | $4,939-80.9% | $3,332-71.6% |
| Admin fee / account holder | $16,682 | $5,698+192.8% | $13,881+20.2% | $4,645+259.1% |