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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 | $42,775 | $76,551-44.1% | $123,894-65.5% | $62,881-32.0% |
| Participation rate | 48.2% | 73.0%-24.8pp | 81.4%-33.2pp | 69.3%-21.1pp |
| Annual return | 4.65% | 18.68%-14.0pp | 47.52%-42.9pp | 20.14%-15.5pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,703 | $4,840-44.2% | $5,984-54.8% | $3,203-15.6% |
| Admin fee / account holder | $806 | $4,826-83.3% | $8,357-90.4% | $4,296-81.2% |