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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 | $30,952 | $98,766-68.7% | $149,730-79.3% | $79,852-61.2% |
| Participation rate | 44.1% | 75.8%-31.7pp | 82.5%-38.4pp | 69.6%-25.6pp |
| Annual return | 12.04% | 27.43%-15.4pp | 276.70%-264.7pp | 31.72%-19.7pp |
| Employer contribution / active EE | $577 | $3,217-82.1% | $4,645-87.6% | $2,471-76.7% |
| Participant deferral / active EE | $3,398 | $5,681-40.2% | $6,843-50.3% | $3,740-9.1% |
| Admin fee / account holder | $11,514 | $6,052+90.3% | $9,310+23.7% | $5,306+117.0% |