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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 | $41,985 | $100,194-58.1% | $122,979-65.9% | $86,983-51.7% |
| Participation rate | 36.0% | 73.0%-37.0pp | 77.2%-41.2pp | 69.5%-33.5pp |
| Annual return | 8.21% | 16.47%-8.3pp | 20.12%-11.9pp | 25.83%-17.6pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,170 | $4,133-23.3% | $5,003-36.6% | $4,194-24.4% |
| Admin fee / account holder | $35,610 | $10,148+250.9% | $12,864+176.8% | $7,856+353.3% |