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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 | $35,978 | $48,011-25.1% | $63,803-43.6% | $82,637-56.5% |
| Participation rate | 38.6% | 66.6%-27.9pp | 72.7%-34.1pp | 68.1%-29.4pp |
| Annual return | 7.23% | 19.84%-12.6pp | 543.72%-536.5pp | 53.51%-46.3pp |
| Employer contribution / active EE | $309 | $1,904-83.8% | $2,532-87.8% | $2,552-87.9% |
| Participant deferral / active EE | $1,613 | $2,846-43.3% | $3,843-58.0% | $4,126-60.9% |
| Admin fee / account holder | $7,953 | $3,873+105.3% | $5,196+53.1% | $7,339+8.4% |