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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 | $64,548 | $76,696-15.8% | $96,538-33.1% | $71,529-9.8% |
| Participation rate | 35.3% | 66.6%-31.3pp | 74.3%-39.1pp | 67.9%-32.6pp |
| Annual return | 11.86% | 48.32%-36.5pp | 35.74%-23.9pp | 28.97%-17.1pp |
| Employer contribution / active EE | $0 | $3,032-100.0% | $3,740-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $3,446 | $3,770-8.6% | $4,880-29.4% | $4,291-19.7% |
| Admin fee / account holder | $22,460 | $2,030+1006.5% | $6,737+233.4% | $1,588+1313.9% |