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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 | $45,710 | $37,446+22.1% | $77,513-41.0% | $79,852-42.8% |
| Participation rate | 12.5% | 41.5%-29.0pp | 54.2%-41.7pp | 69.6%-57.1pp |
| Annual return | 9.45% | 39.76%-30.3pp | 54.81%-45.4pp | 31.72%-22.3pp |
| Employer contribution / active EE | $59 | $637-90.8% | $987-94.0% | $2,471-97.6% |
| Participant deferral / active EE | $459 | $1,261-63.6% | $1,861-75.3% | $3,740-87.7% |
| Admin fee / account holder | $30,116 | $2,506+1101.7% | $2,859+953.3% | $5,306+467.5% |