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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 | $32,315 | $87,166-62.9% | $76,735-57.9% | $137,256-76.5% |
| Participation rate | 21.4% | 74.4%-52.9pp | 69.5%-48.1pp | 80.0%-58.5pp |
| Annual return | 4.08% | 26.50%-22.4pp | 29.77%-25.7pp | 220.34%-216.3pp |
| Employer contribution / active EE | $477 | $2,904-83.6% | $2,454-80.6% | $4,156-88.5% |
| Participant deferral / active EE | $1,566 | $4,726-66.9% | $4,088-61.7% | $6,407-75.6% |
| Admin fee / account holder | $4,388 | $8,403-47.8% | $7,189-39.0% | $12,270-64.2% |