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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 | $59,432 | $68,880-13.7% | $120,580-50.7% | $80,959-26.6% |
| Participation rate | 38.8% | 61.7%-22.9pp | 72.0%-33.2pp | 67.7%-28.9pp |
| Annual return | 3.69% | 23.68%-20.0pp | 107.48%-103.8pp | 35.67%-32.0pp |
| Employer contribution / active EE | $306 | $2,066-85.2% | $3,469-91.2% | $2,757-88.9% |
| Participant deferral / active EE | $1,907 | $3,191-40.2% | $4,995-61.8% | $4,300-55.7% |
| Admin fee / account holder | $4,606 | $5,785-20.4% | $9,418-51.1% | $6,925-33.5% |