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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 | $28,711 | $58,099-50.6% | $76,872-62.7% | $75,173-61.8% |
| Participation rate | 40.5% | 63.9%-23.4pp | 69.6%-29.1pp | 67.2%-26.7pp |
| Annual return | 7.83% | 26.71%-18.9pp | 37.90%-30.1pp | 160.72%-152.9pp |
| Employer contribution / active EE | $418 | $1,996-79.1% | $2,533-83.5% | $2,671-84.4% |
| Participant deferral / active EE | $2,298 | $2,999-23.4% | $3,832-40.0% | $4,126-44.3% |
| Admin fee / account holder | $1,980 | $4,778-58.5% | $5,476-63.8% | $5,651-65.0% |