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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 | $44,149 | $162,812-72.9% | $133,971-67.0% | $158,966-72.2% |
| Participation rate | 44.4% | 83.2%-38.8pp | 79.8%-35.4pp | 82.0%-37.5pp |
| Annual return | 0.34% | 41.94%-41.6pp | 45.09%-44.8pp | 302.95%-302.6pp |
| Employer contribution / active EE | $615 | $4,976-87.6% | $3,919-84.3% | $4,762-87.1% |
| Participant deferral / active EE | $2,356 | $5,910-60.1% | $5,047-53.3% | $5,983-60.6% |
| Admin fee / account holder | $27,015 | $11,741+130.1% | $8,929+202.5% | $11,250+140.1% |