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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 | $56,535 | $58,493-3.3% | $84,023-32.7% | $72,976-22.5% |
| Participation rate | 37.9% | 61.2%-23.3pp | 69.0%-31.1pp | 69.5%-31.6pp |
| Annual return | 16.01% | 28.93%-12.9pp | 71.32%-55.3pp | 81.02%-65.0pp |
| Employer contribution / active EE | $207 | $1,163-82.2% | $1,984-89.5% | $2,440-91.5% |
| Participant deferral / active EE | $1,354 | $2,394-43.4% | $3,239-58.2% | $3,608-62.5% |
| Admin fee / account holder | $9,838 | $4,569+115.3% | $6,102+61.2% | $5,124+92.0% |