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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 | $39,448 | $77,472-49.1% | $100,392-60.7% | $80,935-51.3% |
| Participation rate | 69.0% | 76.9%-7.9pp | 81.5%-12.5pp | 67.7%+1.4pp |
| Annual return | 6.84% | 37.26%-30.4pp | 49.45%-42.6pp | 35.66%-28.8pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,941-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $13,042 | $6,818+91.3% | $8,090+61.2% | $4,299+203.3% |
| Admin fee / account holder | $13,438 | $5,885+128.3% | $7,904+70.0% | $6,924+94.1% |