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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 | $28,605 | $78,015-63.3% | $178,505-84.0% | $80,959-64.7% |
| Participation rate | 34.7% | 65.7%-31.0pp | 77.1%-42.4pp | 67.7%-33.0pp |
| Annual return | 8.16% | 18.10%-9.9pp | 27.16%-19.0pp | 35.67%-27.5pp |
| Employer contribution / active EE | $229 | $2,281-90.0% | $3,955-94.2% | $2,757-91.7% |
| Participant deferral / active EE | $1,683 | $4,406-61.8% | $6,280-73.2% | $4,300-60.9% |
| Admin fee / account holder | $1,369 | $7,160-80.9% | $10,428-86.9% | $6,925-80.2% |