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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 | $30,070 | $59,804-49.7% | $81,982-63.3% | $79,856-62.3% |
| Participation rate | 44.4% | 61.6%-17.2pp | 69.3%-24.8pp | 69.6%-25.2pp |
| Annual return | 8.23% | 17.56%-9.3pp | 41.31%-33.1pp | 31.71%-23.5pp |
| Employer contribution / active EE | $221 | $1,713-87.1% | $2,498-91.2% | $2,471-91.1% |
| Participant deferral / active EE | $1,297 | $2,695-51.9% | $3,722-65.2% | $3,741-65.3% |
| Admin fee / account holder | $14,877 | $4,288+246.9% | $5,665+162.6% | $5,306+180.4% |