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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 | $47,456 | $67,602-29.8% | $82,312-42.3% | $70,126-32.3% |
| Participation rate | 51.9% | 72.8%-20.9pp | 76.9%-25.0pp | 69.5%-17.7pp |
| Annual return | 4.28% | 21.57%-17.3pp | 25.88%-21.6pp | 73.15%-68.9pp |
| Employer contribution / active EE | $288 | $1,755-83.6% | $2,428-88.1% | $2,343-87.7% |
| Participant deferral / active EE | $2,042 | $2,987-31.7% | $3,706-44.9% | $3,332-38.7% |
| Admin fee / account holder | $2,039 | $4,512-54.8% | $5,608-63.6% | $4,645-56.1% |