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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 | $26,695 | $110,337-75.8% | $102,383-73.9% | $145,877-81.7% |
| Participation rate | 46.2% | 77.9%-31.8pp | 74.5%-28.4pp | 80.3%-34.1pp |
| Annual return | 6.40% | 24.83%-18.4pp | 24.94%-18.5pp | 551.28%-544.9pp |
| Employer contribution / active EE | $817 | $4,216-80.6% | $3,870-78.9% | $4,663-82.5% |
| Participant deferral / active EE | $4,289 | $5,621-23.7% | $5,060-15.2% | $6,691-35.9% |
| Admin fee / account holder | $17,860 | $9,750+83.2% | $8,391+112.8% | $13,402+33.3% |