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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 | $46,110 | $62,166-25.8% | $81,286-43.3% | $74,429-38.0% |
| Participation rate | 50.9% | 64.1%-13.2pp | 69.5%-18.6pp | 67.2%-16.3pp |
| Annual return | 7.73% | 16.50%-8.8pp | 24.80%-17.1pp | 1368.38%-1360.6pp |
| Employer contribution / active EE | $348 | $1,881-81.5% | $2,463-85.9% | $2,625-86.8% |
| Participant deferral / active EE | $3,225 | $3,223+0.1% | $3,883-16.9% | $4,348-25.8% |
| Admin fee / account holder | $2,775 | $1,925+44.2% | $5,764-51.9% | $1,944+42.7% |