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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 | $60,581 | $70,418-14.0% | $96,570-37.3% | $85,847-29.4% |
| Participation rate | 31.4% | 61.8%-30.4pp | 69.8%-38.4pp | 69.3%-37.9pp |
| Annual return | 10.34% | 18.59%-8.3pp | 37.79%-27.5pp | 318.61%-308.3pp |
| Employer contribution / active EE | $161 | $1,413-88.6% | $2,357-93.2% | $2,565-93.7% |
| Participant deferral / active EE | $1,659 | $2,894-42.7% | $3,849-56.9% | $3,952-58.0% |
| Admin fee / account holder | $6,227 | $4,995+24.7% | $6,182+0.7% | $6,261-0.5% |