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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 | $42,681 | $88,996-52.0% | $78,004-45.3% | $138,895-69.3% |
| Participation rate | 14.3% | 74.4%-60.1pp | 69.4%-55.2pp | 79.9%-65.6pp |
| Annual return | 3.10% | 28.03%-24.9pp | 31.07%-28.0pp | 145.39%-142.3pp |
| Employer contribution / active EE | $460 | $2,917-84.2% | $2,469-81.4% | $4,194-89.0% |
| Participant deferral / active EE | $1,150 | $4,724-75.7% | $4,092-71.9% | $6,396-82.0% |
| Admin fee / account holder | $2,076 | $8,807-76.4% | $7,578-72.6% | $12,562-83.5% |