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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 | $36,266 | $70,430-48.5% | $96,572-62.4% | $85,851-57.8% |
| Participation rate | 40.5% | 61.8%-21.3pp | 69.8%-29.3pp | 69.3%-28.8pp |
| Annual return | 8.10% | 18.58%-10.5pp | 37.79%-29.7pp | 318.63%-310.5pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,397 | $2,894-51.7% | $3,850-63.7% | $3,952-64.7% |
| Admin fee / account holder | $5,409 | $4,996+8.3% | $6,183-12.5% | $6,261-13.6% |