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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 | $52,929 | $72,492-27.0% | $87,104-39.2% | $72,975-27.5% |
| Participation rate | 42.3% | 72.8%-30.5pp | 76.9%-34.6pp | 69.5%-27.2pp |
| Annual return | 12.43% | 24.46%-12.0pp | 28.19%-15.8pp | 81.01%-68.6pp |
| Employer contribution / active EE | $198 | $1,894-89.5% | $2,521-92.1% | $2,440-91.9% |
| Participant deferral / active EE | $1,755 | $3,270-46.3% | $4,048-56.6% | $3,608-51.3% |
| Admin fee / account holder | $8,323 | $5,055+64.7% | $7,491+11.1% | $5,124+62.4% |