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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 | $71,560 | $110,410-35.2% | $102,437-30.1% | $145,897-51.0% |
| Participation rate | 23.5% | 77.9%-54.4pp | 74.5%-51.0pp | 80.3%-56.8pp |
| Annual return | 8.02% | 24.85%-16.8pp | 24.95%-16.9pp | 552.29%-544.3pp |
| Employer contribution / active EE | $155 | $4,217-96.3% | $3,871-96.0% | $4,663-96.7% |
| Participant deferral / active EE | $1,538 | $5,622-72.6% | $5,060-69.6% | $6,689-77.0% |
| Admin fee / account holder | $1,895 | $9,745-80.6% | $8,388-77.4% | $13,390-85.9% |