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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 | $53,287 | $54,757-2.7% | $90,304-41.0% | $72,975-27.0% |
| Participation rate | 44.9% | 65.2%-20.2pp | 73.3%-28.3pp | 69.5%-24.6pp |
| Annual return | 12.34% | 30.63%-18.3pp | 78.13%-65.8pp | 81.01%-68.7pp |
| Employer contribution / active EE | $148 | $2,093-92.9% | $2,855-94.8% | $2,440-93.9% |
| Participant deferral / active EE | $1,919 | $2,887-33.5% | $3,885-50.6% | $3,608-46.8% |
| Admin fee / account holder | $434 | $3,973-89.1% | $5,354-91.9% | $5,124-91.5% |