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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 | $51,911 | $56,438-8.0% | $76,872-32.5% | $71,511-27.4% |
| Participation rate | 43.3% | 64.3%-21.0pp | 69.6%-26.3pp | 67.9%-24.6pp |
| Annual return | 13.21% | 19.05%-5.8pp | 37.90%-24.7pp | 28.86%-15.6pp |
| Employer contribution / active EE | $501 | $1,864-73.1% | $2,533-80.2% | $2,589-80.7% |
| Participant deferral / active EE | $1,567 | $3,136-50.0% | $3,832-59.1% | $4,291-63.5% |
| Admin fee / account holder | $1,581 | $1,430+10.6% | $5,476-71.1% | $1,588-0.5% |