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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 | $40,958 | $73,988-44.6% | $96,538-57.6% | $75,177-45.5% |
| Participation rate | 33.3% | 66.4%-33.1pp | 74.3%-41.0pp | 67.2%-33.9pp |
| Annual return | 11.17% | 26.73%-15.6pp | 35.74%-24.6pp | 160.75%-149.6pp |
| Employer contribution / active EE | $231 | $2,930-92.1% | $3,740-93.8% | $2,671-91.3% |
| Participant deferral / active EE | $1,625 | $3,660-55.6% | $4,880-66.7% | $4,126-60.6% |
| Admin fee / account holder | $12,292 | $5,220+135.5% | $6,737+82.4% | $5,651+117.5% |