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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 | $58,218 | $51,466+13.1% | $78,778-26.1% | $62,293-6.5% |
| Participation rate | 36.2% | 59.8%-23.6pp | 69.2%-33.0pp | 69.5%-33.3pp |
| Annual return | 12.49% | 19.96%-7.5pp | 35.62%-23.1pp | 28.90%-16.4pp |
| Employer contribution / active EE | $143 | $827-82.7% | $1,986-92.8% | $2,042-93.0% |
| Participant deferral / active EE | $1,554 | $2,147-27.6% | $2,958-47.5% | $3,169-51.0% |
| Admin fee / account holder | $2,737 | $489+459.3% | $5,134-46.7% | $479+470.9% |