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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 | $28,083 | $81,504-65.5% | $102,437-72.6% | $80,959-65.3% |
| Participation rate | 41.5% | 66.9%-25.3pp | 74.5%-33.0pp | 67.7%-26.2pp |
| Annual return | 7.24% | 25.60%-18.4pp | 24.95%-17.7pp | 35.67%-28.4pp |
| Employer contribution / active EE | $164 | $3,104-94.7% | $3,871-95.8% | $2,757-94.0% |
| Participant deferral / active EE | $1,822 | $3,871-52.9% | $5,060-64.0% | $4,300-57.6% |
| Admin fee / account holder | $15,924 | $6,719+137.0% | $8,388+89.8% | $6,925+129.9% |