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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 | $42,209 | $65,555-35.6% | $86,216-51.0% | $75,173-43.9% |
| Participation rate | 48.0% | 60.5%-12.5pp | 69.0%-21.0pp | 67.2%-19.2pp |
| Annual return | 11.38% | 46.07%-34.7pp | 1169.42%-1158.0pp | 160.72%-149.3pp |
| Employer contribution / active EE | $123 | $1,553-92.1% | $2,382-94.8% | $2,671-95.4% |
| Participant deferral / active EE | $2,187 | $3,023-27.7% | $3,986-45.1% | $4,126-47.0% |
| Admin fee / account holder | $824 | $5,469-84.9% | $6,853-88.0% | $5,651-85.4% |