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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 | $40,468 | $81,487-50.3% | $102,412-60.5% | $80,935-50.0% |
| Participation rate | 41.7% | 66.8%-25.2pp | 74.5%-32.8pp | 67.7%-26.0pp |
| Annual return | 7.02% | 25.60%-18.6pp | 24.94%-17.9pp | 35.66%-28.6pp |
| Employer contribution / active EE | $781 | $3,103-74.8% | $3,870-79.8% | $2,757-71.7% |
| Participant deferral / active EE | $2,277 | $3,871-41.2% | $5,060-55.0% | $4,299-47.0% |
| Admin fee / account holder | $13,163 | $6,717+96.0% | $8,388+56.9% | $6,924+90.1% |