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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 | $41,195 | $49,976-17.6% | $66,674-38.2% | $82,637-50.1% |
| Participation rate | 27.8% | 63.1%-35.3pp | 73.7%-45.9pp | 68.1%-40.3pp |
| Annual return | 10.03% | 39.09%-29.1pp | 321.24%-311.2pp | 53.51%-43.5pp |
| Employer contribution / active EE | $242 | $1,988-87.8% | $2,620-90.8% | $2,552-90.5% |
| Participant deferral / active EE | $1,335 | $2,847-53.1% | $4,084-67.3% | $4,126-67.6% |
| Admin fee / account holder | $1,406 | $4,594-69.4% | $5,098-72.4% | $7,339-80.8% |