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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 | $41,200 | $45,041-8.5% | $63,003-34.6% | $70,131-41.3% |
| Participation rate | 63.6% | 69.5%-5.9pp | 74.8%-11.2pp | 69.5%-5.9pp |
| Annual return | 7.50% | 18.76%-11.3pp | 87.59%-80.1pp | 73.14%-65.6pp |
| Employer contribution / active EE | $312 | $2,052-84.8% | $2,760-88.7% | $2,342-86.7% |
| Participant deferral / active EE | $2,508 | $2,465+1.7% | $3,329-24.7% | $3,332-24.7% |
| Admin fee / account holder | $964 | $2,836-66.0% | $3,600-73.2% | $4,645-79.2% |