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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 | $40,211 | $58,493-31.3% | $84,023-52.1% | $72,976-44.9% |
| Participation rate | 43.2% | 61.2%-18.0pp | 69.0%-25.8pp | 69.5%-26.2pp |
| Annual return | 14.97% | 28.93%-14.0pp | 71.32%-56.4pp | 81.02%-66.0pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,371 | $2,394-42.8% | $3,239-57.7% | $3,608-62.0% |
| Admin fee / account holder | $993 | $4,569-78.3% | $6,102-83.7% | $5,124-80.6% |