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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 | $33,849 | $114,119-70.3% | $107,187-68.4% | $138,895-75.6% |
| Participation rate | 33.3% | 78.1%-44.7pp | 75.0%-41.7pp | 79.9%-46.6pp |
| Annual return | 11.21% | 273.21%-262.0pp | 204.55%-193.3pp | 145.39%-134.2pp |
| Employer contribution / active EE | $512 | $4,059-87.4% | $3,782-86.5% | $4,194-87.8% |
| Participant deferral / active EE | $4,500 | $5,538-18.7% | $5,096-11.7% | $6,396-29.6% |
| Admin fee / account holder | $774 | $10,024-92.3% | $9,162-91.6% | $12,562-93.8% |