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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 | $45,871 | $91,559-49.9% | $133,971-65.8% | $79,852-42.6% |
| Participation rate | 59.1% | 73.3%-14.3pp | 79.8%-20.7pp | 69.6%-10.5pp |
| Annual return | 5.76% | 61.85%-56.1pp | 45.09%-39.3pp | 31.72%-26.0pp |
| Employer contribution / active EE | $160 | $2,384-93.3% | $3,919-95.9% | $2,471-93.5% |
| Participant deferral / active EE | $2,122 | $3,734-43.2% | $5,047-58.0% | $3,740-43.3% |
| Admin fee / account holder | $3,209 | $6,321-49.2% | $8,929-64.1% | $5,306-39.5% |