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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 | $35,708 | $63,773-44.0% | $81,286-56.1% | $80,925-55.9% |
| Participation rate | 48.8% | 63.9%-15.2pp | 69.5%-20.8pp | 67.7%-18.9pp |
| Annual return | 10.27% | 16.37%-6.1pp | 24.80%-14.5pp | 35.65%-25.4pp |
| Employer contribution / active EE | $398 | $1,979-79.9% | $2,463-83.8% | $2,756-85.6% |
| Participant deferral / active EE | $1,627 | $3,093-47.4% | $3,883-58.1% | $4,299-62.2% |
| Admin fee / account holder | $6,963 | $5,682+22.5% | $5,764+20.8% | $6,940+0.3% |