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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 | $61,718 | $95,404-35.3% | $113,397-45.6% | $82,637-25.3% |
| Participation rate | 42.9% | 72.8%-30.0pp | 76.5%-33.6pp | 68.1%-25.2pp |
| Annual return | 7.62% | 19.08%-11.5pp | 23.20%-15.6pp | 53.51%-45.9pp |
| Employer contribution / active EE | $327 | $2,307-85.8% | $2,977-89.0% | $2,552-87.2% |
| Participant deferral / active EE | $2,209 | $4,220-47.6% | $5,076-56.5% | $4,126-46.5% |
| Admin fee / account holder | $1,592 | $9,168-82.6% | $11,957-86.7% | $7,339-78.3% |