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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 | $28,065 | $75,541-62.8% | $152,093-81.5% | $82,637-66.0% |
| Participation rate | 30.5% | 66.5%-36.1pp | 77.8%-47.3pp | 68.1%-37.6pp |
| Annual return | 12.01% | 32.56%-20.5pp | 66.36%-54.3pp | 53.51%-41.5pp |
| Employer contribution / active EE | $325 | $2,622-87.6% | $4,175-92.2% | $2,552-87.3% |
| Participant deferral / active EE | $943 | $3,206-70.6% | $5,451-82.7% | $4,126-77.1% |
| Admin fee / account holder | $3,838 | $6,405-40.1% | $14,497-73.5% | $7,339-47.7% |