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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 | $42,795 | $96,289-55.6% | $213,469-80.0% | $87,485-51.1% |
| Participation rate | 63.2% | 69.6%-6.4pp | 77.1%-14.0pp | 68.9%-5.8pp |
| Annual return | 11.65% | 17.78%-6.1pp | 20.58%-8.9pp | 26.06%-14.4pp |
| Employer contribution / active EE | $527 | $3,035-82.6% | $4,994-89.4% | $2,596-79.7% |
| Participant deferral / active EE | $2,769 | $4,750-41.7% | $6,841-59.5% | $4,274-35.2% |
| Admin fee / account holder | $19,302 | $9,670+99.6% | $27,141-28.9% | $7,775+148.3% |