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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 | $29,265 | $81,504-64.1% | $102,437-71.4% | $80,959-63.9% |
| Participation rate | 36.2% | 66.9%-30.7pp | 74.5%-38.3pp | 67.7%-31.5pp |
| Annual return | 10.35% | 25.60%-15.2pp | 24.95%-14.6pp | 35.67%-25.3pp |
| Employer contribution / active EE | $2 | $3,104-99.9% | $3,871-100.0% | $2,757-99.9% |
| Participant deferral / active EE | $4,433 | $3,871+14.5% | $5,060-12.4% | $4,300+3.1% |
| Admin fee / account holder | $16,877 | $6,719+151.2% | $8,388+101.2% | $6,925+143.7% |