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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 | $38,455 | $67,602-43.1% | $82,312-53.3% | $70,126-45.2% |
| Participation rate | 68.4% | 72.8%-4.4pp | 76.9%-8.5pp | 69.5%-1.1pp |
| Annual return | 11.62% | 21.57%-9.9pp | 25.88%-14.3pp | 73.15%-61.5pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,976 | $2,987-33.8% | $3,706-46.7% | $3,332-40.7% |
| Admin fee / account holder | $6,129 | $4,512+35.8% | $5,608+9.3% | $4,645+31.9% |