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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 | $34,207 | $76,407-55.2% | $150,298-77.2% | $82,448-58.5% |
| Participation rate | 20.5% | 66.4%-45.9pp | 77.8%-57.3pp | 68.1%-47.6pp |
| Annual return | 4.68% | 39.99%-35.3pp | 62.79%-58.1pp | 41.64%-37.0pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,487 | $3,214-53.7% | $5,453-72.7% | $4,139-64.1% |
| Admin fee / account holder | $17,523 | $6,352+175.9% | $14,116+24.1% | $7,234+142.2% |