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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 | $31,072 | $81,476-61.9% | $102,383-69.7% | $80,925-61.6% |
| Participation rate | 62.3% | 66.8%-4.6pp | 74.5%-12.2pp | 67.7%-5.4pp |
| Annual return | 9.38% | 25.59%-16.2pp | 24.94%-15.6pp | 35.65%-26.3pp |
| Employer contribution / active EE | $260 | $3,105-91.6% | $3,870-93.3% | $2,756-90.6% |
| Participant deferral / active EE | $3,124 | $3,871-19.3% | $5,060-38.2% | $4,299-27.3% |
| Admin fee / account holder | $2,544 | $6,717-62.1% | $8,391-69.7% | $6,940-63.3% |