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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 | $40,976 | $107,421-61.9% | $182,262-77.5% | $94,015-56.4% |
| Participation rate | 60.5% | 77.8%-17.3pp | 84.2%-23.7pp | 70.8%-10.3pp |
| Annual return | 10.56% | 21.32%-10.8pp | 140.60%-130.0pp | 17.84%-7.3pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $5,046-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $6,389 | $6,558-2.6% | $8,276-22.8% | $4,249+50.3% |
| Admin fee / account holder | $31,230 | $8,692+259.3% | $16,712+86.9% | $8,951+248.9% |