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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 | $55,815 | $63,845-12.6% | $81,370-31.4% | $80,959-31.1% |
| Participation rate | 30.7% | 63.9%-33.2pp | 69.5%-38.9pp | 67.7%-37.0pp |
| Annual return | 9.37% | 16.37%-7.0pp | 24.85%-15.5pp | 35.67%-26.3pp |
| Employer contribution / active EE | $184 | $1,980-90.7% | $2,464-92.5% | $2,757-93.3% |
| Participant deferral / active EE | $1,228 | $3,093-60.3% | $3,885-68.4% | $4,300-71.5% |
| Admin fee / account holder | $2,183 | $5,688-61.6% | $5,749-62.0% | $6,925-68.5% |