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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 | $44,748 | $105,198-57.5% | $159,455-71.9% | $85,856-47.9% |
| Participation rate | 53.4% | 75.8%-22.3pp | 82.8%-29.4pp | 69.3%-15.9pp |
| Annual return | 11.46% | 45.08%-33.6pp | 263.63%-252.2pp | 318.58%-307.1pp |
| Employer contribution / active EE | $409 | $3,319-87.7% | $4,830-91.5% | $2,565-84.1% |
| Participant deferral / active EE | $2,705 | $5,946-54.5% | $7,353-63.2% | $3,952-31.5% |
| Admin fee / account holder | $3,275 | $6,934-52.8% | $10,800-69.7% | $6,261-47.7% |