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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 | $48,447 | $162,967-70.3% | $135,792-64.3% | $138,895-65.1% |
| Participation rate | 22.7% | 78.3%-55.6pp | 72.6%-49.9pp | 79.9%-57.2pp |
| Annual return | 3.76% | 30.08%-26.3pp | 25.96%-22.2pp | 145.39%-141.6pp |
| Employer contribution / active EE | $537 | $4,211-87.3% | $3,496-84.6% | $4,194-87.2% |
| Participant deferral / active EE | $1,789 | $5,640-68.3% | $4,759-62.4% | $6,396-72.0% |
| Admin fee / account holder | $22,910 | $15,306+49.7% | $12,266+86.8% | $12,562+82.4% |