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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 | $37,987 | $111,785-66.0% | $93,669-59.4% | $145,877-74.0% |
| Participation rate | 33.3% | 74.2%-40.9pp | 68.7%-35.4pp | 80.3%-47.0pp |
| Annual return | 6.31% | 203.79%-197.5pp | 133.59%-127.3pp | 551.28%-545.0pp |
| Employer contribution / active EE | $524 | $3,096-83.1% | $2,424-78.4% | $4,663-88.8% |
| Participant deferral / active EE | $1,271 | $4,919-74.2% | $4,416-71.2% | $6,691-81.0% |
| Admin fee / account holder | $12,038 | $10,256+17.4% | $8,291+45.2% | $13,402-10.2% |