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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 | $45,964 | $78,670-41.6% | $109,173-57.9% | $85,847-46.5% |
| Participation rate | 33.3% | 68.3%-34.9pp | 75.9%-42.5pp | 69.3%-36.0pp |
| Annual return | 9.17% | 25.09%-15.9pp | 25.75%-16.6pp | 318.61%-309.4pp |
| Employer contribution / active EE | $630 | $2,734-76.9% | $3,723-83.1% | $2,565-75.4% |
| Participant deferral / active EE | $1,844 | $3,467-46.8% | $4,654-60.4% | $3,952-53.3% |
| Admin fee / account holder | $381 | $5,469-93.0% | $6,755-94.4% | $6,261-93.9% |