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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 | $35,268 | $71,197-50.5% | $93,669-62.3% | $80,925-56.4% |
| Participation rate | 54.8% | 60.4%-5.6pp | 68.7%-13.9pp | 67.7%-12.8pp |
| Annual return | 8.29% | 11.27%-3.0pp | 133.59%-125.3pp | 35.65%-27.4pp |
| Employer contribution / active EE | $303 | $1,565-80.7% | $2,424-87.5% | $2,756-89.0% |
| Participant deferral / active EE | $1,803 | $4,036-55.3% | $4,416-59.2% | $4,299-58.0% |
| Admin fee / account holder | $11,695 | $6,959+68.1% | $8,291+41.1% | $6,940+68.5% |