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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 | $44,385 | $112,915-60.7% | $90,965-51.2% | $158,950-72.1% |
| Participation rate | 53.3% | 74.7%-21.4pp | 69.0%-15.7pp | 82.0%-28.6pp |
| Annual return | 3.26% | 215.75%-212.5pp | 134.57%-131.3pp | 302.91%-299.7pp |
| Employer contribution / active EE | $385 | $2,894-86.7% | $2,122-81.9% | $4,762-91.9% |
| Participant deferral / active EE | $1,970 | $4,128-52.3% | $3,373-41.6% | $5,983-67.1% |
| Admin fee / account holder | $35,305 | $8,044+338.9% | $5,960+492.4% | $11,248+213.9% |