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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 | $43,509 | $65,367-33.4% | $92,915-53.2% | $72,976-40.4% |
| Participation rate | 65.5% | 68.3%-2.8pp | 76.0%-10.5pp | 69.5%-4.0pp |
| Annual return | 16.02% | 42.11%-26.1pp | 109.45%-93.4pp | 81.02%-65.0pp |
| Employer contribution / active EE | $548 | $2,594-78.9% | $3,653-85.0% | $2,440-77.5% |
| Participant deferral / active EE | $2,225 | $3,128-28.9% | $4,238-47.5% | $3,608-38.3% |
| Admin fee / account holder | $12,145 | $4,251+185.7% | $5,796+109.6% | $5,124+137.0% |