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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 | $42,622 | $91,559-53.4% | $133,971-68.2% | $79,852-46.6% |
| Participation rate | 68.3% | 73.3%-5.1pp | 79.8%-11.5pp | 69.6%-1.3pp |
| Annual return | 6.60% | 61.85%-55.2pp | 45.09%-38.5pp | 31.72%-25.1pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,015 | $3,734-19.2% | $5,047-40.3% | $3,740-19.4% |
| Admin fee / account holder | $1,120 | $6,321-82.3% | $8,929-87.5% | $5,306-78.9% |