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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 | $31,277 | $71,215-56.1% | $93,696-66.6% | $80,935-61.4% |
| Participation rate | 28.3% | 60.4%-32.1pp | 68.7%-40.4pp | 67.7%-39.3pp |
| Annual return | 7.74% | 11.27%-3.5pp | 133.74%-126.0pp | 35.66%-27.9pp |
| Employer contribution / active EE | $247 | $1,565-84.2% | $2,422-89.8% | $2,757-91.0% |
| Participant deferral / active EE | $1,311 | $4,037-67.5% | $4,417-70.3% | $4,299-69.5% |
| Admin fee / account holder | $975 | $6,958-86.0% | $8,287-88.2% | $6,924-85.9% |