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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 | $40,258 | $48,118-16.3% | $136,833-70.6% | $94,015-57.2% |
| Participation rate | 21.2% | 47.4%-26.2pp | 59.0%-37.8pp | 70.8%-49.6pp |
| Annual return | 9.41% | 14.65%-5.2pp | 35.32%-25.9pp | 17.84%-8.4pp |
| Employer contribution / active EE | $0 | $821-100.0% | $1,319-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,217 | $1,651-26.3% | $2,441-50.1% | $4,249-71.4% |
| Admin fee / account holder | $10,389 | $3,059+239.6% | $4,706+120.8% | $8,951+16.1% |