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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 | $43,808 | $68,852-36.4% | $120,524-63.7% | $80,925-45.9% |
| Participation rate | 25.8% | 61.6%-35.8pp | 71.9%-46.1pp | 67.7%-41.9pp |
| Annual return | 8.73% | 23.67%-14.9pp | 107.36%-98.6pp | 35.65%-26.9pp |
| Employer contribution / active EE | $0 | $2,063-100.0% | $3,469-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,648 | $3,187-48.3% | $4,994-67.0% | $4,299-61.7% |
| Admin fee / account holder | $1,576 | $5,781-72.7% | $9,440-83.3% | $6,940-77.3% |