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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 | $74,716 | $48,300+54.7% | $40,145,923-99.8% | $62,881+18.8% |
| Participation rate | 60.5% | 62.0%-1.5pp | 68.4%-7.9pp | 69.3%-8.8pp |
| Annual return | 3.24% | 6.95%-3.7pp | 5.24%-2.0pp | 20.14%-16.9pp |
| Employer contribution / active EE | $0 | $1,333-100.0% | $1,844-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,384 | $2,388-42.0% | $2,591-46.6% | $3,203-56.8% |
| Admin fee / account holder | $1,516 | $2,919-48.1% | $2,903-47.8% | $4,296-64.7% |