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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 | $56,592 | $84,236-32.8% | $170,439-66.8% | $70,124-19.3% |
| Participation rate | 41.5% | 70.8%-29.3pp | 83.6%-42.1pp | 69.5%-28.0pp |
| Annual return | 5.90% | 23.06%-17.2pp | 205.94%-200.0pp | 73.14%-67.2pp |
| Employer contribution / active EE | $143 | $3,387-95.8% | $5,433-97.4% | $2,342-93.9% |
| Participant deferral / active EE | $2,493 | $3,086-19.2% | $4,939-49.5% | $3,332-25.2% |
| Admin fee / account holder | $983 | $5,698-82.7% | $13,881-92.9% | $4,645-78.8% |