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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 | $43,804 | $86,938-49.6% | $102,423-57.2% | $80,925-45.9% |
| Participation rate | 40.0% | 72.4%-32.4pp | 76.5%-36.5pp | 67.7%-27.7pp |
| Annual return | 8.96% | 18.89%-9.9pp | 29.42%-20.5pp | 35.65%-26.7pp |
| Employer contribution / active EE | $510 | $2,369-78.5% | $3,023-83.1% | $2,756-81.5% |
| Participant deferral / active EE | $1,889 | $4,120-54.2% | $5,054-62.6% | $4,299-56.1% |
| Admin fee / account holder | $5,206 | $8,053-35.4% | $9,455-44.9% | $6,940-25.0% |