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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 | $37,351 | $106,749-65.0% | $145,433-74.3% | $82,448-54.7% |
| Participation rate | 49.3% | 75.6%-26.3pp | 82.1%-32.8pp | 68.1%-18.8pp |
| Annual return | 12.39% | 27.59%-15.2pp | 66.58%-54.2pp | 41.64%-29.3pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,462 | $6,519-46.9% | $7,897-56.2% | $4,139-16.4% |
| Admin fee / account holder | $3,411 | $8,390-59.3% | $13,129-74.0% | $7,234-52.9% |