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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 | $37,327 | $99,875-62.6% | $146,866-74.6% | $86,983-57.1% |
| Participation rate | 33.3% | 75.8%-42.5pp | 82.5%-49.2pp | 69.5%-36.2pp |
| Annual return | 13.75% | 28.10%-14.3pp | 102.85%-89.1pp | 25.83%-12.1pp |
| Employer contribution / active EE | $258 | $3,224-92.0% | $4,425-94.2% | $2,584-90.0% |
| Participant deferral / active EE | $3,150 | $6,322-50.2% | $7,759-59.4% | $4,194-24.9% |
| Admin fee / account holder | $3,675 | $7,838-53.1% | $13,620-73.0% | $7,856-53.2% |