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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 | $32,276 | $124,980-74.2% | $108,359-70.2% | $154,746-79.1% |
| Participation rate | 62.5% | 75.2%-12.7pp | 70.1%-7.6pp | 80.7%-18.2pp |
| Annual return | 7.26% | 45.00%-37.7pp | 36.89%-29.6pp | 172.34%-165.1pp |
| Employer contribution / active EE | $162 | $2,851-94.3% | $2,399-93.2% | $4,379-96.3% |
| Participant deferral / active EE | $1,711 | $4,743-63.9% | $4,137-58.7% | $6,730-74.6% |
| Admin fee / account holder | $15,088 | $11,502+31.2% | $9,741+54.9% | $14,365+5.0% |