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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 | $34,300 | $154,228-77.8% | $145,433-76.4% | $137,256-75.0% |
| Participation rate | 45.5% | 83.8%-38.3pp | 82.1%-36.7pp | 80.0%-34.5pp |
| Annual return | 11.56% | 74.59%-63.0pp | 66.58%-55.0pp | 220.34%-208.8pp |
| Employer contribution / active EE | $32 | $4,804-99.3% | $4,554-99.3% | $4,156-99.2% |
| Participant deferral / active EE | $3,388 | $8,216-58.8% | $7,897-57.1% | $6,407-47.1% |
| Admin fee / account holder | $12,025 | $14,344-16.2% | $13,129-8.4% | $12,270-2.0% |