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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 | $41,972 | $72,273-41.9% | $101,275-58.6% | $79,856-47.4% |
| Participation rate | 33.3% | 68.5%-35.1pp | 75.8%-42.5pp | 69.6%-36.3pp |
| Annual return | 8.63% | 22.30%-13.7pp | 46.48%-37.9pp | 31.71%-23.1pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,068 | $3,282-37.0% | $4,371-52.7% | $3,741-44.7% |
| Admin fee / account holder | $3,070 | $4,401-30.2% | $5,948-48.4% | $5,306-42.1% |