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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 | $39,645 | $48,078-17.5% | $78,676-49.6% | $62,881-37.0% |
| Participation rate | 33.3% | 65.2%-31.9pp | 73.6%-40.2pp | 69.3%-36.0pp |
| Annual return | 2.33% | 31.36%-29.0pp | 62.19%-59.9pp | 20.14%-17.8pp |
| Employer contribution / active EE | $196 | $2,015-90.3% | $2,850-93.1% | $2,281-91.4% |
| Participant deferral / active EE | $1,200 | $2,587-53.6% | $3,517-65.9% | $3,203-62.5% |
| Admin fee / account holder | $3,137 | $3,206-2.2% | $4,510-30.4% | $4,296-27.0% |