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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 | $27,350 | $52,580-48.0% | $71,671-61.8% | $70,126-61.0% |
| Participation rate | 61.1% | 60.9%+0.2pp | 68.7%-7.6pp | 69.5%-8.4pp |
| Annual return | 10.02% | 20.25%-10.2pp | 20.65%-10.6pp | 73.15%-63.1pp |
| Employer contribution / active EE | $98 | $1,616-93.9% | $2,460-96.0% | $2,343-95.8% |
| Participant deferral / active EE | $1,672 | $2,386-29.9% | $3,438-51.4% | $3,332-49.8% |
| Admin fee / account holder | $774 | $3,653-78.8% | $5,558-86.1% | $4,645-83.3% |