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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 | $49,671 | $76,407-35.0% | $150,298-67.0% | $82,448-39.8% |
| Participation rate | 37.0% | 66.4%-29.4pp | 77.8%-40.7pp | 68.1%-31.0pp |
| Annual return | 6.96% | 39.99%-33.0pp | 62.79%-55.8pp | 41.64%-34.7pp |
| Employer contribution / active EE | $266 | $2,614-89.8% | $4,154-93.6% | $2,551-89.6% |
| Participant deferral / active EE | $1,379 | $3,214-57.1% | $5,453-74.7% | $4,139-66.7% |
| Admin fee / account holder | $26,680 | $6,352+320.0% | $14,116+89.0% | $7,234+268.8% |