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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 | $37,343 | $81,331-54.1% | $155,534-76.0% | $80,935-53.9% |
| Participation rate | 46.5% | 66.3%-19.7pp | 78.2%-31.7pp | 67.7%-21.1pp |
| Annual return | 7.92% | 33.37%-25.4pp | 64.92%-57.0pp | 35.66%-27.7pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,741 | $3,454-20.7% | $5,630-51.3% | $4,299-36.3% |
| Admin fee / account holder | $4,703 | $7,999-41.2% | $15,900-70.4% | $6,924-32.1% |