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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 | $45,109 | $58,493-22.9% | $84,021-46.3% | $72,975-38.2% |
| Participation rate | 30.0% | 61.2%-31.2pp | 69.0%-39.0pp | 69.5%-39.5pp |
| Annual return | 9.31% | 28.93%-19.6pp | 71.32%-62.0pp | 81.01%-71.7pp |
| Employer contribution / active EE | $142 | $1,163-87.8% | $1,984-92.8% | $2,440-94.2% |
| Participant deferral / active EE | $1,940 | $2,394-18.9% | $3,239-40.1% | $3,608-46.2% |
| Admin fee / account holder | $11,201 | $4,569+145.2% | $6,102+83.6% | $5,124+118.6% |