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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 | $61,490 | $73,787-16.7% | $98,716-37.7% | $82,448-25.4% |
| Participation rate | 35.2% | 61.4%-26.2pp | 69.3%-34.1pp | 68.1%-32.9pp |
| Annual return | 8.29% | 18.57%-10.3pp | 31.81%-23.5pp | 41.64%-33.4pp |
| Employer contribution / active EE | $313 | $1,511-79.3% | $2,279-86.3% | $2,551-87.7% |
| Participant deferral / active EE | $2,085 | $3,081-32.3% | $4,048-48.5% | $4,139-49.6% |
| Admin fee / account holder | $22,277 | $6,500+242.7% | $8,703+156.0% | $7,234+207.9% |