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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 | $41,456 | $78,690-47.3% | $161,489-74.3% | $87,485-52.6% |
| Participation rate | 65.2% | 67.5%-2.2pp | 78.7%-13.5pp | 68.9%-3.7pp |
| Annual return | 10.30% | 32.74%-22.4pp | 89.72%-79.4pp | 26.06%-15.8pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,396 | $3,311-57.8% | $5,630-75.2% | $4,274-67.3% |
| Admin fee / account holder | $12,427 | $6,724+84.8% | $16,006-22.4% | $7,775+59.8% |