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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 | $37,035 | $117,904-68.6% | $102,457-63.9% | $145,978-74.6% |
| Participation rate | 47.4% | 78.6%-31.2pp | 76.5%-29.1pp | 80.3%-32.9pp |
| Annual return | 8.46% | 31.80%-23.3pp | 29.41%-20.9pp | 550.52%-542.1pp |
| Employer contribution / active EE | $840 | $3,613-76.7% | $3,022-72.2% | $4,662-82.0% |
| Participant deferral / active EE | $1,853 | $5,733-67.7% | $5,054-63.3% | $6,690-72.3% |
| Admin fee / account holder | $37,871 | $13,329+184.1% | $9,451+300.7% | $13,400+182.6% |