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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 | $27,711 | $212,386-87.0% | $199,883-86.1% | $138,895-80.0% |
| Participation rate | 25.0% | 87.4%-62.4pp | 86.8%-61.8pp | 79.9%-54.9pp |
| Annual return | 2.02% | 47.75%-45.7pp | 43.81%-41.8pp | 145.39%-143.4pp |
| Employer contribution / active EE | $515 | $6,625-92.2% | $6,261-91.8% | $4,194-87.7% |
| Participant deferral / active EE | $3,800 | $9,617-60.5% | $9,138-58.4% | $6,396-40.6% |
| Admin fee / account holder | $14,450 | $18,233-20.7% | $17,268-16.3% | $12,562+15.0% |