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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 | $48,353 | $75,541-36.0% | $152,093-68.2% | $82,637-41.5% |
| Participation rate | 33.3% | 66.5%-33.2pp | 77.8%-44.4pp | 68.1%-34.7pp |
| Annual return | 10.84% | 32.56%-21.7pp | 66.36%-55.5pp | 53.51%-42.7pp |
| Employer contribution / active EE | $288 | $2,622-89.0% | $4,175-93.1% | $2,552-88.7% |
| Participant deferral / active EE | $1,127 | $3,206-64.9% | $5,451-79.3% | $4,126-72.7% |
| Admin fee / account holder | $675 | $6,405-89.5% | $14,497-95.3% | $7,339-90.8% |