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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 | $58,832 | $59,839-1.7% | $81,991-28.2% | $79,852-26.3% |
| Participation rate | 36.5% | 61.6%-25.1pp | 69.3%-32.8pp | 69.6%-33.2pp |
| Annual return | 9.83% | 17.56%-7.7pp | 41.31%-31.5pp | 31.72%-21.9pp |
| Employer contribution / active EE | $6 | $1,713-99.6% | $2,498-99.7% | $2,471-99.7% |
| Participant deferral / active EE | $1,116 | $2,695-58.6% | $3,722-70.0% | $3,740-70.2% |
| Admin fee / account holder | $6,391 | $4,287+49.1% | $5,665+12.8% | $5,306+20.5% |