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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 | $50,568 | $69,444-27.2% | $92,985-45.6% | $87,485-42.2% |
| Participation rate | 42.9% | 63.3%-20.4pp | 69.5%-26.6pp | 68.9%-26.1pp |
| Annual return | 12.50% | 23.85%-11.3pp | 27.99%-15.5pp | 26.06%-13.6pp |
| Employer contribution / active EE | $147 | $1,917-92.3% | $2,662-94.5% | $2,596-94.3% |
| Participant deferral / active EE | $2,495 | $3,364-25.8% | $4,377-43.0% | $4,274-41.6% |
| Admin fee / account holder | $10,857 | $6,137+76.9% | $9,463+14.7% | $7,775+39.6% |