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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 | $25,744 | $73,988-65.2% | $96,538-73.3% | $75,177-65.8% |
| Participation rate | 23.8% | 66.4%-42.6pp | 74.3%-50.5pp | 67.2%-43.4pp |
| Annual return | 7.89% | 26.73%-18.8pp | 35.74%-27.9pp | 160.75%-152.9pp |
| Employer contribution / active EE | $626 | $2,930-78.7% | $3,740-83.3% | $2,671-76.6% |
| Participant deferral / active EE | $1,896 | $3,660-48.2% | $4,880-61.2% | $4,126-54.1% |
| Admin fee / account holder | $2,660 | $5,220-49.0% | $6,737-60.5% | $5,651-52.9% |