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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 | $35,488 | $65,367-45.7% | $92,915-61.8% | $72,976-51.4% |
| Participation rate | 58.1% | 68.3%-10.2pp | 76.0%-17.9pp | 69.5%-11.4pp |
| Annual return | 15.04% | 42.11%-27.1pp | 109.45%-94.4pp | 81.02%-66.0pp |
| Employer contribution / active EE | $416 | $2,594-84.0% | $3,653-88.6% | $2,440-82.9% |
| Participant deferral / active EE | $2,108 | $3,128-32.6% | $4,238-50.3% | $3,608-41.6% |
| Admin fee / account holder | $9,559 | $4,251+124.9% | $5,796+64.9% | $5,124+86.6% |