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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 | $47,158 | $80,992-41.8% | $96,534-51.1% | $75,173-37.3% |
| Participation rate | 46.7% | 71.8%-25.1pp | 76.0%-29.3pp | 67.2%-20.5pp |
| Annual return | 10.64% | 27.05%-16.4pp | 25.88%-15.2pp | 160.72%-150.1pp |
| Employer contribution / active EE | $90 | $2,283-96.0% | $2,965-97.0% | $2,671-96.6% |
| Participant deferral / active EE | $1,849 | $3,929-52.9% | $4,851-61.9% | $4,126-55.2% |
| Admin fee / account holder | $1,082 | $6,717-83.9% | $8,253-86.9% | $5,651-80.9% |