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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 | $32,763 | $48,078-31.9% | $78,676-58.4% | $62,881-47.9% |
| Participation rate | 36.4% | 65.2%-28.8pp | 73.6%-37.2pp | 69.3%-32.9pp |
| Annual return | 2.76% | 31.36%-28.6pp | 62.19%-59.4pp | 20.14%-17.4pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $881 | $2,587-65.9% | $3,517-74.9% | $3,203-72.5% |
| Admin fee / account holder | $5,197 | $3,206+62.1% | $4,510+15.2% | $4,296+21.0% |