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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 | $32,185 | $75,541-57.4% | $152,093-78.8% | $82,637-61.1% |
| Participation rate | 40.0% | 66.5%-26.5pp | 77.8%-37.8pp | 68.1%-28.1pp |
| Annual return | 11.75% | 32.56%-20.8pp | 66.36%-54.6pp | 53.51%-41.8pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,985 | $3,206-38.1% | $5,451-63.6% | $4,126-51.9% |
| Admin fee / account holder | $16,520 | $6,405+157.9% | $14,497+14.0% | $7,339+125.1% |