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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 | $27,284 | $78,690-65.3% | $161,489-83.1% | $87,485-68.8% |
| Participation rate | 32.0% | 67.5%-35.5pp | 78.7%-46.7pp | 68.9%-36.9pp |
| Annual return | 9.64% | 32.74%-23.1pp | 89.72%-80.1pp | 26.06%-16.4pp |
| Employer contribution / active EE | $277 | $2,588-89.3% | $4,268-93.5% | $2,596-89.3% |
| Participant deferral / active EE | $1,420 | $3,311-57.1% | $5,630-74.8% | $4,274-66.8% |
| Admin fee / account holder | $19,058 | $6,724+183.4% | $16,006+19.1% | $7,775+145.1% |